How to Set Up a New Company

✅ Setting up your company in OfficeGx

Setting up your company correctly in OfficeGx ensures that your organization’s legal, financial, and operational details are consistent and available across all modules like Finance, HR, and CRM. This guide walks you through configuring the Company Details page step by step.

🔗 How to Navigate to the Company Details Page

• Log in to your OfficeGx account as an Administrator.
• Go to the Administration menu.
• Click on Company Settings > Company Details.
• The page is divided into sections: General Details, Branches, Communication, and Currency.

📝 General Company Details

This section holds the core information about your company, used across invoices, reports, and various modules. It ensures compliance with legal and financial requirements.

Steps to Configure:

• Fill out: Legal Entity Name, Short Name (used internally), Register Number & Display Name (e.g., CIN), Tax ID & Display Name (e.g., TAN), TAX/VAT/GST Number & Display Name (e.g., GSTIN)
• Enter the full registered address: Address 1, Address 2, City, State, Country, Zip Code
• Add company contact information: Phone number, Fax (optional), Email
• Tick checkboxes to include this information in Invoices and Finance Reports
• Click Save to apply the configuration.

🏢 Branches

Define multiple physical or virtual branches with specific contacts and roles, useful for organizations with multiple locations. This enables branch-level workflows and secure access control.

Steps to Configure:

• Click Add New Branch.
• Fill out: Address Type (Head Office, Communication Address, etc.), Address 1, Address 2, City, State, Country, Zip Code
• Mark one branch as Default, if applicable.
• Assign department contacts: Primary HR, Finance, Facility, and IT Contacts; Additional recipients (backup/CC)
• Add Authorized IP Addresses for the branch.
• Use Operating Hours and Shifts tabs to define working times and assign shift schedules if applicable.
• Click Save when done.

📞 Communication

Maintain a centralized list of official email and phone contacts. These are used for alerts, notifications, and customer communications.

Steps to Configure:

• Click Add New Record.
• Select Type: Email or Phone
• Enter: Name (label/purpose of contact), Value (email address or phone number)
• Mark as Primary, if applicable.
• Save the record. You can add multiple records, but only one of each type can be Primary.

💱 Currency

Set up your operating currency and other supported currencies for international transactions.

Steps to Configure:

• Set the Operating Currency from the dropdown.
• Click Add New Currency for additional currencies: Enter Forex Rate compared to operating currency and optionally mark one as Default for reporting.
• Edit or delete currencies as needed.

📋 Summary

• General Details: Core company identity, tax, and contact setup
• Branches: Define multiple offices, assign contacts, set hours/shifts, and add authorized IPs
• Communication: Manage primary and secondary emails/phone numbers
• Currency: Configure operating and supported currencies with exchange rates