Add companies

How to add a company in OneStop Reporting

1. Go to Administration.
2. Select the appropriate level in the tree structure on the left (Customer / Client / Group).
3. Open the Companies tab.
4. Click the three-dot button (…) in the top right corner.
5. Select “Add companies”.
6. Re-authenticate the connection containing the company you want to add (the required authentication depends on the ERP: e.g., username/password, pairing key, or client key).
7. Select and add the desired company/companies.