In hibooks, you can use the People section to list the directors and shareholders of your company. Learn how to add a user and how to manage Users.
How do I Add a Person ?
Go to System Settings at the bottom left of your hibooks page.
Select People from the sidebar menu of Settings.
Click on Add Person.
Basic Details
First Name : write the first name of the person.
Last Name : write the last name of the person.
Position : indicate if the person is a director or part of the staff. This will enable you to add expenses for them.
Number of Shares : if the person has any shares in the company indicate how many.
Appointment Date : the date that the person started his position in the company.
Active : if you make the person inactive you can longer make entries in the system for this person.
Address Details
Same as company address : tick this tickbox if the address of this person is the same as the company's. The information will fill in automatically.
Building Number/Name : indicate the building number and name.
Street : indicate the street.
City/Town : indicate the city or town.
Region : indicate the region.
Post Code : indicate the post code.
Country : indicate the country.
Click on Save when you have finished completing the details.
