NOTE: You'll require an active internet connection when adding, removing or changing your companies.   

Adding a Company on the Server or stand-alone:

1. Go to File then Open.
2. Click Manage then Add Company.
3. Select the company dataset and click OK.
   The company will show with the transactable icon.  

Setting a company as view only

1. Go to File then Open and click Manage.
2. Click a company with  and click Make View Only.
   The company icon will change to .

Changing a company to Transactable

1. Go to File then Open and click Manage.
2. Click a company withand click Make Transactable.
   The company icon will change to.

Activating a Company on the Workstation:

1. Click File and then Open.
2. Click Manage Company.
   • The new company will appear with a red cross
3. Click the company and then Activate Company.
4. On the first drop-down menu, look for your mapped drive.
5. Double-Click on the Xpress/Pastel yellow folder.
6. Double-Click on the company that you need to activate.
7. Click OK and then Close.
   
    
   
   
8. Your company will appear in the Open a Company screen.
9. Highlight the company and click Open.