Taraazu help centre اردو

Manage one company

The page of one company shows the company details, the tax and contact details and the branches. The buttons that you see depend on your permissions.

The page of one company

Change the company details

You must have the Edit companies permission.

  1. On the Company details card, select Edit.
  2. Change the Code, the Legal name, the Trade name or the Time zone.
  3. Caution: You cannot change the first month after the first fiscal year starts. Select the First month of the fiscal year.
  4. Select Save.
  5. If the Confirm it is you dialog opens, type your Password. If the dialog also shows Code from the app, type the code from your authenticator app.
  6. Select Confirm.

The page shows "The changes are saved." Most companies in Pakistan start the fiscal year in July.

Change the tax and contact details

You must have the Edit company settings permission.

  1. On the Tax and contact details card, select Edit.
  2. Change the NTN, the STRN, the Phone or the Address.
  3. Select Save.

Add a branch

You must have the Manage branches permission.

  1. Select New branch.
  2. Type the Code. Each branch of the company must have a different code.
  3. Type the Branch name.
  4. Optional: type the Address.
  5. Select Create the branch.

The new branch shows in the Branches list.

Change a branch

  1. In the row of the branch, select Edit.
  2. Change the Code, the Branch name or the Address.
  3. Select Save.

Deactivate a branch

Warning: Roles for this branch stop giving access at once.

  1. In the row of the branch, select Deactivate.
  2. In the dialog, select Deactivate.

The branch shows the label Inactive. The data stays. To use the branch again, select Reactivate. You cannot deactivate the last active branch of a company.

Deactivate the company

You must have the Deactivate companies permission.

Warning: Roles for this company and its branches stop giving access at once.

  1. At the top of the page, select Deactivate.
  2. In the dialog, select Deactivate.
  3. If the Confirm it is you dialog opens, type your Password. If the dialog also shows Code from the app, type the code from your authenticator app.
  4. Select Confirm.

The page shows "This company is inactive." The data stays. Roles for the whole workspace continue to work. To use the company again, select Reactivate. You cannot deactivate the last active company of the workspace.