Set up Your Organization
By Kason and 1 other2 authors15 articles
- Create Default Tax Rate(s)Tax Rates are associated with a company to track tax prices and tax on transactions
- Create Default Chart of AccountsThis article shows how to set up Chart of Accounts and Charge Codes in order to bill lines on a job
- Create Default Charge Codes
- Create Companies You Do Business WithThis article is a prerequisite for creating a job and shows how to set up a company within Base
- Connect a Company With Your Accounting SystemThere are many ways that Base connects with accounting software. This article will detail how to connect an organization
- Connect an Organization With Your Accounting SystemCompanies must be connected with accounting before documents can be pushed
- Configure Your Custom Document Templates
- How to Filter, Search, and Export a TableAny table within Base can be manipulated and searched using this guide
- How to Set Up a New UserMembers or guests of an organization can be setup from within Base using these steps
- How to Quickly Import Your Tax Rates
- How to Edit a User’s Information
- Configure permissions for Base Connect guestsLearn how to configure and manage permissions for Base Connect guest users after they've been approved, including module access, job visibility, and chat permissions.
- Contacts and Smart ListsLearn how to manage company contacts and use smart lists (saved filters) to organize and quickly access your contact information in Base.
- How to Connect an External Company
- Request Internal Users or Approve External Users as GuestsLearn how to request your internal users as guests in connected organizations, and how to approve external users as guests in your organization through Base Connect.