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Companies

Companies represent your clients. Each project belongs to a company, and invoices are generated per company.

Companies list showing client names and project counts

Managing companies

  • Click New Company to add a client.
  • The company detail page has tabs for General, Address, Contacts, Invoices, Projects, and Settings.
  • Deactivating a company is blocked while it has active projects.
An “Internal” company is created automatically for your organization. It holds leave projects (Annual Leave, Sick Leave) and cannot be edited or deleted.