Business units are legal entities of the company through which commercial activities are conducted. They are added via Company > Business Units. In this section, we can add, edit, or delete existing business units.

A new business unit is added by clicking the +Add new button, after which a modal window opens for entering information about the unit.

Field
Description
Name*
Name of the unit
Invoice Template*
Template to be used in client invoices for this business unit
Default exchange source*
Source for currency exchange calculations for this business unit
Information for section "Payment method"
Bank details for the “Payment Method” section of the invoice

List of currency exchange rate sources

Business units are used for client billing. In each client’s profile, under the Billing information section, it is necessary to select the business unit from which the invoice will be issued.

We also encounter business units for employee payments. In each of the payment methods added to the system for payroll, a business unit is specified.

Additionally, we can filter data by business units in the P&L report.


Last modified