Setup a New Company

Creates a new company record that will be able to be opened from the "Open Company" window. You can create a new set of data or connect to an existing set of data. We recommend being logged into the QuickBooks company, that this company will be integrating with, as an administrator prior to setting up the company in SherWare.

Create New Company
If you are starting from scratch, select this option to create a new blank company.

Connect to Existing Company
If you already have data that you want to use for this company then you can select this option to connect to it. This will generally be used if you are restoring data, installing on a new computer, or moving the data to a different location.

Exit
Closes the Company Setup window without creating a new company record.

Create New Company
Copy the sample expense codes?
Connecting to an Existing Company
More Information about the Data Folder

Creating a New Company
When "Create New Company" is selected another window will appear for you to fill in the company name, address, data paths, and other information.
The company name and Data file path fields must be filled out as a minimum. Once the company is setup you can add or edit the information entered here under the Maintain menu on the "Company Information" window.

Company Name
The name the company uses to do business. This is the name that will be displayed in the open company list. It is also the name that prints at the top of each report.

Address
The company's business address. There are two lines for the address. Each line can be up to 40 characters long. Enter the street address in the first line and the P.O. Box address, if any, in the second line.

City/ST/Zip
The city, state, and zip code portion of the company address.

Agent Name
If your company processes the revenue distribution or accounting for the company being added, and you want your company's name to be displayed at the top of the reports as an agent for the company being processed, enter your company's name here.

Tax ID
The company's federal tax identification number. This number is used when filing 1099, W2 forms or various other state compliance reports.

Phone/Fax Numbers
The company's phone and fax numbers. One or both of these numbers are required for 1099s or various other state compliance reports.

Contact
Your companies contact person for any information printed out of the software. This is required for 1099s and other state compliance reports.

Data File Path
The path to the data that this company will use. Since you are creating a new company, and you don't have any data yet, the software will create a folder in this location. This folder will then be designated for information from this company only.
The default path will be \SherWare\DMIE\Datafiles\xxxxdata. The "xxxx" being the name of your company that was entered in the Company name. You can change this path if you prefer a different location. You can also overtype the "xxxxdata" with something more meaningful if you feel it is necessary.

QuickBooks Company Filename
The path to the QuickBooks company that represents this vendor. This will then be the company that all of the detail in SherWare will post to.

NOTE: Vista users must have the User Account Control (UAC) turned On in order to allow integration between QuickBooks and the Disbursement & JIB Manager Integrated Edition.

"Would You like to copy the sample expense codes to your company"
After you press OK a window will appear asking you this question. Choosing Yes will populate the Expense Codes (found under the maintain menu) with our default list of expense codes.

Regardless of how you answer this you can delete, edit, or create new codes after the company is created. If you want a template to start out with then you can choose yes. If you will be using your own codes then select No.

Connecting to an Existing Company
After selecting this option a window will appear for you to specify the location of the data folder that you are creating the company for. Browse to the data then press OK. The new company will be created using the data located in the specified path.

More Information about the Data Folder
Each company will have a folder that will contain the data for it only. If you have multiple companies you will have a folder for each company. The default location for these folders is in the install directory at Sherware\DMIE\Datafiles\xxxxdata.

A sample company was installed with the software. You can see an example of what files will be contained within each companies data folder by looking at the "Data" folder. The "Data" folder is the folder used for the sample company. It is not to be confused with the data that your company will use. After you create a company you will be able to see the "Data" folder (Sample Company) and a "yourcompanydata" folder (Your Company).

Multiple folders with the same name followed by a number:
If you use a company name that is the same as was used for another company, the software will recognize this and will append a number at the end of the path so that it doesn't use the same data the other company was using.
For example, if you create a company called "SherWare" it will create a data folder named "sherwaredata". If you then delete this company, or just want another company with the same name you may create another company. If you use "SherWare" as the company name again the default name of the folder created will then be "sherwaredata1".
This is mentioned here because we often see people that have multiple folders like this and they don't know which are the real company or what the other folders are for. You can look at the company information window to determine the folder that you are actually using. The others can then be deleted.