Entering a new company

A new company is entered by an administrator of an accounting company, and only while the accounting company itself is selected as the current company (upper left) — see limitations. For example, if the accounting company Bookkeeping Ltd has the clients ABC Ltd and DEF Ltd and wants to add a new client GHI Ltd, Bookkeeping Ltd must be selected as the current company.

1. Start the entry of a new company with the button in the lower right corner of the company list.
2. Enter the company's {oib}. On leaving the field, Brix retrieves the company data from external sources and shows it in the ~ BASIC ~ tab.
   • If Brix does not find the company data, first enter the company in the [ Partners ] form of the accounting company, and then repeat the entry in Companies.
3. Check and, if necessary, correct all data shown. Enter at least one activity in {Activities (NACE 2025)}.
4. Save the company data with the SAVE button. After saving, the remaining tabs are shown.

After saving, the following data must be entered:

• ~ OTHER DATA ~
  • {Authorized}
  • {Chart Of Accounts}
  • {Company CURR}
  • {Exchange Rates} — select the Croatian National Bank.
  • {Currencies}
  • {Current VAT Period Start Date}
  • {Current Fiscal Year Start Date}
  • Other data is not mandatory, but we recommend entering it.
• memorandum
  • {Footer text} — the sample footer of MICRO PROCESS d.o.o. can be used as a basis.
• iban
  Enter all IBANs the company uses.
• email
  Enter the email address lists.
• ~ MODULES ~
  Enable the modules required for keeping the books.
• ~ COMPANY SETTINGS ~
  Check the company settings.

1. In the upper left corner, select the new company as the current company. The following steps are carried out in the new company.
2. When a new company is entered, one department with the code and name 0 is opened automatically. In the [ Departments ] form, first correct the data of that department; its code can also be changed if necessary.
3. If necessary, add new departments and set all their data.
4. In the [ Employees ] form, enter the company's employees — at least all of the company's authorised persons and all persons who will access Brix.
5. In the [ Units of Measurement ] form, enter the units of measurement the company uses for raw materials, finished products, assemblies, fixed assets, small inventory, food and beverages, and services.