Managing your businesses (adding, modifying and deactivating)
DataPedia allows business owners to manage more than 1 business. This page provides instructions on how to add a new business or managing your existing businesses..
Adding a new business
Please note - adding a new business incurs an incremental hosting fee.
To add a new business:
- On the main screen, click on Information and Settings
- Then click on: My Businesses
- Right click anywhere on the screen, and then click: Insert new business
- Fill out all necessary details and save the new business
- Log out of DataPedia and log back in - the new business will be available for selection
Managing existing businesses
Once you have one or more existing businesses setup, you can now proceed to managing them.
From this screen, users are able to:
- update business details
- change the business logo
- change default comments and
- modify the terms and conditions for the business
Note - most of the business details appearing on this screen will appear on reports generated by the system (like invoices, quotes, payslips etc).
From this screen, users are able to:
- update business details
- change the business logo
- change default comments and
- modify the terms and conditions for the business
Note - most of the business details appearing on this screen will appear on reports generated by the system (like invoices, quotes, payslips etc).
On the business info tab - users are able to modify all the general and banking details of the business.
On this screen too - users are able to search and upload the company logo that will appear on all reports generated using DataPedia.
On this screen too - users are able to search and upload the company logo that will appear on all reports generated using DataPedia.
Some companies have their own specific terms and conditions that need to be displayed on quotes and invoices.
Enter specific terms and conditions on this page.
Note - when running a quote or invoice, the terms and conditions don't unless a specific check box is selected to show this.
Enter specific terms and conditions on this page.
Note - when running a quote or invoice, the terms and conditions don't unless a specific check box is selected to show this.
On quotes and invoices, businesses are able to enter default comments to appear on invoices every time.
The wording here will appear automatically on quotes and invoices.
These can be modified on the quote and invoice if they need to be tweaked.
The wording here will appear automatically on quotes and invoices.
These can be modified on the quote and invoice if they need to be tweaked.
