Create a Firm

A Firm is required to start a Job and stores default settings which will be used for jobs created.

Additionally users can be invited to use the firm. Permissions can be assigned to each member for access of different controls.

Use the New Firm button from the dashboard to create a firm.

Firm create form
  • Country: Used by the Valuation Ultimate to set certain settings to country specific requirements
  • Firm Name: Display name used for the firm
  • Language: Default formatting for system and reports is based on this setting
  • Date format: Format dates will be shown in for system and reports
  • Default currency symbol: Currency shown in system and reports
  • Typical year end day: End of financial year day
  • Typical year end month: End of financial year month
  • Accept Licence Agreement: Valuation Ultimate’s licence agreement