Objectives

• Manage Company Details (Licenses, Auditor, Company Registration)

Steps

Company registration and license details will be accessed from the company page. First, open it by clicking

Once you add your first Company it will be accessible from the Company grid in the Companies module

Click on the Company name or Company ID to open its page and edit or capture more informationform the Companies Grid.

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 You can capture information regarding the Company registration details, registration by law, licenses & waivers, Commercial Registration, Auditors, and Company lawyers from the Entity Management tab.

You can always add any custom field you need.

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• Licenses & Waivers

In the Licenses & Waivers sub-tab, you can track the renewal of licenses and waivers related to the company. You can add a new license and waiver from the Add Entry button.

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When adding a new entry, there are 4 required fields:

• Type: type of the license, which is a customizable list. For example: Trade License.
• Released on: specify the released date.
• Expires on: specify the expired date.
• User to remind: select a user to remind or a group of users.

You can also add other fields like the:

• Reference Number
• License Activity: the activity of this license (Business Licensing, Software Licensing, etc.)
• Managers: It could be a Person or a Company
• Permissions: Choose the allowed permissions from a drop-down menu

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• Auditors 

In the Auditors sub-tab, you can track the auditors related to the Company.

You can add a company auditor from the Add Auditor button.

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When adding a new auditor, Company Lawyer, and if needed any custom fields you have.there are 2 required fields:

• Audit Company: This can be a person or a company.
• Designation date

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You can also add the expiration date, fees, and comments if needed. 

• Company Registration 

In the Commercial Registration tab, you can add the released date and any additional ID related to the company. 

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For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!