Companies

Clicking the Companies tab displays the Companies home page where you can view a list of companies matching specific criteria, and perform actions such as creating companies. More about the home page.

• Click to open the List View drop-down menu, then select the list view you want. Using Classic In the View section, select the list view you want from the drop-down list.
• Use to manage your list views. Using Classic Use the Create New View and Edit options to manage your list views.
• From the list, click a record's name to go to its detail.
• To edit a value, hover over the field until appears, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using Classic Double-click the field, edit its value, then click Save.

What is a Foundations Company?

The Company object is a core component of FinancialForce Foundations. Other FinancialForce applications use this object and add fields, buttons, and functionality to it.

Foundations subscribes to company information that other FinancialForce applications publish and updates its companies based on this information. For example, when a company is created in FinancialForce Accounting, Accounting publishes that company and Foundations subscribes to it and creates the record in its company object. Similarly, when a company is updated in Accounting, that company is updated in Foundations.

In FinancialForce Billing Central, the Company object contains the details of your company. This enables you to assign plans, contracts and invoices to business entities in your organization. To use FinancialForce Billing Central, you must be assigned permissions on the Foundations Company object.