Documentation | User Guide

Documentation | User Guide

Add business information

This part of the guide explains how to add business information.

Step 1 - Go to the Business Information popup window

  1. In the Business information section, enter the Start date and the Activity sector;
  2. Enter other details as needed;

Step 2 - Add a business activity

  1. Go to the Business Activity section and click the Add button. This action opens the Business Activity popup window;
  2. Use the dropdown list to enter the Business Activity;
  3. Fill out the required fields (identified by a red asterisk *) like Start Date and Main Activity;
  4. Click the Save button. This action confirms the addition of the businesss activity and updates the Business Information page (the navigation train button becomes green);
  5. Click the Next button to go forward to the next step: Add bank information.