Purpose
The Companies/Brands module allows users to configure multiple companies or brands within TRUE. When generating eForms, reports, or printing checks, the correct information and logo will appear based on the selected company or brand - automatically, or manually as needed.
Access Path: Gear Icon > Company > Companies/Brands
Companies/Brands List View
Column Headers & Actions
The list view displays every company or brand configured in TRUE.
| Company / Brand Name (Internal Name) | Company identifier and internal reference. |
| Phone | Company contact number. |
| Company email address. |
| "+" Button | Add new company/brand. |
| "≡" Icon | Options menu for each record. |
Clicking the "≡" icon on a row opens a menu with the following options.
| Default | Set as system default company. |
| Archive | Move to archived records. |
| Remove | Delete company record. |
Selected Company View
Selecting a company or brand from the list opens its record, organized into a Details section and a Check Preference section.
Record Sections
| Name | Company or brand name. |
| Phone | Primary contact number. |
| Fax | Company fax number. |
| Primary contact email. | |
| Website | Company website URL. |
| Employer Identification Number | Company tax ID. |
| Internal Name | System reference name. |
| Address | Company physical address. |
| Statement | Statement address details. |
| Logo | Company logo for eForms, reports, and documents. Drag and drop an image file directly onto the Logo box to upload. |
| Corporate Name | Name to appear on checks. |
| Corporate Information | Additional company details for checks. |
| Check Logo | Logo to appear on printed checks. Drag and drop an image file directly onto the Check Logo box to upload. |
| Archive (checkbox) | Check to archive the company record. |
| Done | Save and close details. |
Frequently Asked Questions
Setup & Configuration
- Go to Gear Icon > Company > Companies/Brands.
- Click the "+" button in the top right of the list.
- Fill in the Details section fields (Name, Phone, Email, Address, etc.).
- Click Done to save the new record.
Each company/brand record has two separate logo fields: Logo in the Details section (used on eForms, reports, and general documents) and Check Logo in the Check Preference section (used only on printed checks).
- Open the company/brand record.
- Drag and drop an image file directly onto the Logo box (or the Check Logo box for checks).
- Click Done to save.
Tip: Logos are uploaded by dragging the image file onto the Logo box — there is no separate upload button.
Setting a company/brand as Default makes it the system-wide company used automatically when generating eForms, reports, or printing checks, unless a different company is manually selected.
- Go to Gear Icon > Company > Companies/Brands.
- Click the "≡" icon on the row for the company/brand.
- Select Default from the menu.
- Archive: Moves the company/brand to archived records; it can be restored later.
- Remove: Permanently deletes the company record.
Configuration & Administration
The Check Preference section (Corporate Name, Corporate Information, Check Logo) lets a company/brand print checks with different branding or corporate details than what appears on its eForms and reports. This is useful when the legal entity printing checks differs from the brand shown on customer-facing documents.
Navigate to Gear Icon > Company > Companies/Brands.