Set Default Company Type

Set Default Company Type

  1. Please note you might need administrator access to use this feature. To start click on your name in the top right-hand corner and click on “Tools and Settings.”

  1. Once you are here you will want to locate the applications settings tab and then select “Company Settings.”

  1. You will then see a drop-down menu labeled “Default Company Type,” here you will want to select from that menu and pick which company type you would like and then hit “Save Settings.”


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