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Addresses and Entites

Learn how to create, manage, and link Addresses and Entities in Ingenious and ensure the correct company is selected for contracts and invoices.

Overview

You can create Addresses and Entities (previously Accounting Companies) and link them to companies, and select the appropriate one when creating contracts or invoices, ensuring accurate financial tracking across transactions.

Prerequisites

Users must have the appropriate permission to create and edit Addresses and Entities to manage them.

Process

  1. Set Up your Addresses and Entities

    1. Navigate to the Addresses and Entities module under Contacts.

    2. Click + Add Address & Entity

    3. Fill in the fields:

      • Company Name

      • Custom ID (Optional)

      • Tax ID (Optional)

      • Country (Optional)

      • Street Address (Optional)

      • Company (Optional)

      • Description (Optional)

    4. Click Save. A green banner confirms that the address/entity is created successfully​.

  2. Connect an Address/Entity with a Company Contact

    1. Navigate to the Companies Module and select the company you would like to connect to an address/entity.

    2. Navigate to the Addresses and Entities tab and click + Add Address & Entity or + Edit.

    3. Search and select the address/entity you would like to connect.

    4. Click Select. A green banner confirms that the changes to the Addresses and Entities selection have been saved.

  3. Assign one of the Addresses or Entities to a Contract or Non-Contracted Invoice

    1. If you select a Contact from a company that has multiple addresses/entities connected to it, you will see an additional field in the contract called Accounting Company.

    2. Select the appropriate address/entity and continue creating your contract or non-contracted invoice.

Connect an Address/Entity with a Company Contact

  1. Navigate to the Companies Module and select the company you would like to connect to an address/entity.

  2. Navigate to the Addresses and Entities tab and click + Add Address & Entity or + Edit.

  3. Search and select the address/entity(s) you would like to connect.

  4. Click Select. A green banner confirms that the changes to the Addresses & Entities selection have been saved.

Note: You can choose to require the Address/Entity field if a company your user selected has multiple assigned by enabling the following setting in Company Settings > Governance Settings:

Require Address/Entity and Payment Term for Contract and Non-Contracted Invoice Execution and Require Address/Entity for Project Creation
​
​Important: Contracted and non-contracted invoices cannot be executed for that company until an address/entity is assigned if this setting is enabled.

​By setting up and linking addresses and entities correctly, users can ensure accurate financial assignments and seamless execution of contracts and invoices.