Company Setup

Companies are the entity that hold all of the accounting details.

Add a Company

LogiPro offers several types of companies.

To add a new company:

Click Search > New Company. The Company window displays.

Add a Company

Nominee Company

A property can be owned by more than one nominee company and a nominee company can own multiple properties.

To add a Nominee Company:

1. From the drop down list in the General tab, select Nominee Company.

2. From the Company tab, enter the Current Name.

Note: All red fields are mandatory.

Enter all other relevant data.

Note: The Management Charge is set to 1.5% by default but can be changed.

3. Click OK to save the company. Note: The OK button becomes active once the Current Name field is populated.

Note: You have the option to add a property to the company at this time or can do so at a later point.

For instructions on adding a property, click here.

Nominee Company

Trading Company

Trading companies own properties.

To add a trading company:

1. From the drop down list in the General tab, select Trading Company.

2. From the Company tab, enter the Current Name.

Note: All red fields are mandatory.

Enter all other relevant data.

Note: The Management Charge is set to 1.5% by default but can be changed.

3. Click OK to save the company. Note: The OK button becomes active once the Current Name field is populated.

Note: You have the option to add a property to the company at this time or can do so at a later point.

For instructions on adding a property, click here.

Trading Company

VAT Details

Note: If the company is VAT registered, the following steps are required.

4. Select the Accounting tab.

5. Enter the Registered Number and select any other relevant data. Note: All peach coloured fields are required.

6. Click OK to save the company. Note: The OK button becomes active once the Current Name field is populated.

Note: You have the option to add a property to the company at this time or can do so at a later point.

For instructions on adding a property, click here.

VAT Details

KG

To add a KG:

1. From the drop down list in the General tab, select KG.

2. From the Company tab, enter the Current Name.

Note: All red fields are mandatory.

Enter all other relevant data.

Note: The Management Charge is set to 1.5% by default but can be changed.

3. Click OK to save the company. Note: The OK button becomes active once the Current Name field is populated.

Note: You have the option to add a property to the company at this time or can do so at a later point.

For instructions on adding a property, click here.

KG

VAT Details

Note: If the company is VAT registered, the following steps are required.

4. Select the Accounting tab.

5. Enter the Registered Number and select any other relevant data. Note: All peach coloured fields are required.

6. Click OK to save the company. Note: The OK button becomes active once the Current Name field is populated.

Note: You have the option to add a property to the company at this time or can do so at a later point.

For instructions on adding a property, click here.

VAT Details

Service Charge Company

To add a Service Charge Company:

1. From the drop down list in the General tab, select Service Charge Company.

2. From the Company tab, enter the Current Name.

Note: All red fields are mandatory.

Enter all other relevant data.

Note: The Management Charge is set to 1.5% by default but can be changed.

3. Click OK to save the company. Note: The OK button becomes active once the Current Name field is populated.

Note: You have the option to add a property to the company at this time or can do so at a later point.

For instructions on adding a property, click here.

Note: When a Service Charge Company is created, a Service Charge Contact is created simultaneously. In order to view the Service Charge Contact, the contact must be enabled from Admin > Customizable Dropdown Lists > Contact Types.

Service Charge Company

VAT Details

Note: If the company is VAT registered, the following steps are required.

4. Select the Accounting tab.

5. Enter the Registered Number and select any other relevant data. Note: All peach coloured fields are required.

6. Click OK to save the company. Note: The OK button becomes active once the Current Name field is populated.

Note: You have the option to add a property to the company at this time or can do so at a later point.

For instructions on adding a property, click here.

VAT Details

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