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Company’s Tab

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Company’s Tab

The Company Details section within the Organization Applet provides essential configurations and information that directly influence the e-Claim module. This section ensures that company-specific details, such as Business Registration Numbers (BRNs), tax information, and other organizational settings, are accurately recorded and maintained.

Purpose and Importance

The Company Details section is critical for:

  • Ensuring claims are tied to the correct company entity.

  • Maintaining financial compliance through accurate registration and tax information.

  • Configuring workflows and approvals based on company settings.

Example Use Case

An employee submits a claim for travel expenses. The claim must be processed under the correct company entity to ensure proper accounting and reimbursement. Accurate information in the Company Details section ensures this process is seamless and compliant.

Steps to Access and Modify

  1. Navigate to the Company section from the side-menu in the Organization Applet.

  2. Select the desired company from the listing.

  3. View or edit details as needed (only authorized personnel should make changes).

  4. Save any updates to ensure the information is current.

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Key Functionalities

  1. Details Tab:

    • Company Code: A unique identifier for the company.

    • Company Name: The official name of the company.

    • Company Registration Number: Legal identification of the company.

    • Tax ID: Ensures compliance with taxation requirements.

    • Currency: Specifies the currency for financial transactions.

  2. Address Tab:

    • Lists all registered company addresses.

    • Used for correspondence and legal documentation.

  3. Tax Tab:

    • Configures applicable tax codes for the company.

    • Ensures accurate tax calculation in claims.

  4. Job Groups Tab:

    • Displays branches or job groups under the company.

    • Helps in organizing claims and approvals.

  5. Accessed Company Tab:

    • Shows other entities with access permissions.

    • Useful for managing shared resources or approvals across companies.

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