Help Center · How to Manage & Add a New Entity?
How to Manage & Add a New Entity?
2025-03-04



Manage & Add Your Entities

  1. Navigate to the "Company" menu on the left-hand side and click "Add a new entity" to add a new company or entity.



2. After adding an entity, click "Details" or the entity name to access the Company Overview page. Here, you can view and edit basic company information and manage your compliance asset data.



Manage & Add Assets Under the Company

1. On the Company page, under the tabs for various service categories, you can monitor the service progress and add notes.

2. Within the tabs for different compliance asset types, click "+ Add other [service type] info" to add the corresponding asset data.

3. When adding VAT details, you can enable the system to send filing reminders. Based on the date of entry and the selected reminder frequency, our system will automatically send periodic reminder emails.


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