My Companies

Introduction

The My Companies Module is used to manage legal entities, business units, operating companies, and brand information within the system. Administrators can create and maintain company records, store statutory details, link companies to offices, and manage tax-related information such as GSTIN, PAN, TAN, and CIN.

This module serves as the master company repository for financial, operational, reporting, and compliance purposes.

Accessing the My Companies Module

Navigation

1. Login to the Admin Console.
2. Open the Main Menu.
3. Navigate to Masters.
4. Click My Companies.

The My Companies List page will open.

Purpose of the My Companies Module

The My Companies Module helps administrators:

• Create company records
• Manage legal entities
• Store tax information
• Link companies to offices
• Maintain compliance details
• Support financial operations
• Manage business units

Company List Page

The Company List displays all configured companies.

Available Information

Field	Description
Company Short Name	Company brand name
Company Full Name	Registered company name
Tax ID / GSTIN	GST registration number
TAN	Tax Deduction Account Number
Action	Edit/Delete options

Creating a New Company

Steps

1. Open Masters > My Companies.
2. Click the + Add Company button.
3. Complete the company information.
4. Click Save.

The company will be created successfully.

Company Information Fields

Brand Name

The short or commonly used company name.

Examples:

• Phoenix
• Dolphin
• Duck Tales
• Zoyride

Mandatory: Yes

Full Name

The legally registered company name.

Examples:

• Phoenix Travels Pvt. Ltd.
• Dolphin Travels Ltd.
• Zoyride Mobility Solutions Pvt. Ltd.

Mandatory: Yes

Office

Select the office associated with the company.

Example:

• JMD
• Gurgaon Office
• Corporate Headquarters

Mandatory: Yes

Tax ID / GST ID

Enter the company GST registration number.

• Example: GSTIN3423647162

Used for:

• Invoicing
• Tax Reporting
• Financial Compliance

PAN

Enter the company’s Permanent Account Number.

• Example: ABCDE1234F

Used for:

• Tax Compliance
• Financial Documentation

TAN

Enter the Tax Deduction and Collection Account Number.

• Example: DELP12345A

Used for:

• TDS Compliance
• Financial Reporting

CIN

Enter the Corporate Identification Number.

• Example: U63090DL2024PTC123456

Used for:

• Corporate Registration
• Government Compliance

Mandatory Fields

The following fields are required:

• ✓ Brand Name
• ✓ Full Name
• ✓ Office

Saving a New Company

Steps

1. Enter Brand Name.
2. Enter Full Name.
3. Select Office.
4. Enter tax information if available.
5. Click Save.

The company record will be added.

Editing Company Information

Steps

1. Open My Companies.
2. Locate the company.
3. Click the Edit (✏️) icon.
4. Update information.
5. Click Save.

Editable Information

Administrators can update:

• Brand Name
• Full Name
• Office
• GST ID
• PAN
• TAN
• CIN

Viewing Company Details

When editing a company, administrators can review:

Company Information:

• Brand Name
• Full Name
• Office Assignment

Tax Information:

• GST ID
• PAN
• TAN
• CIN

Company Audit Log

The Audit Log helps administrators track changes made to company records.

Information Available

• Created By
• Modified By
• Date & Time
• Field Changes

Viewing Audit Logs

1. Open Company Record.
2. Click Audit Log.
3. Review company history.

Searching Companies

Administrators can search using:

• Brand Name
• Company Name
• GST Number
• Office

Steps

1. Open My Companies.
2. Use the Search Box.
3. Enter search criteria.
4. View matching results.

Deleting a Company

Steps

1. Open Company List.
2. Click Delete (🗑️).
3. Confirm deletion.

Important Note

Before deleting a company, verify that it is not linked to:

• Clients
• Bookings
• Financial Records
• Invoices
• Employees
• Suppliers
• Reports

Deleting active companies may affect system operations.

Bulk Operations

The My Companies Module supports administrative bulk actions.

Bulk Delete

Delete multiple company records simultaneously.

1. Select companies using checkboxes.
2. Click the Action Menu (⋮).
3. Select Bulk Delete.
4. Confirm action.

Upload

Import company records using a template.

1. Click Action Menu (⋮).
2. Select Upload.
3. Upload the file.
4. Submit for processing.

Download

Export company records.

1. Open Action Menu (⋮).
2. Click Download.

Company information will be exported.

Customise

Customize visible columns within the company list.

1. Open Action Menu (⋮).
2. Select Customise.
3. Configure visible fields.
4. Save changes.

Customizing Company List Columns

Administrators can control which columns appear.

Common Columns:

• Company Short Name
• Company Full Name
• GSTIN
• TAN
• PAN
• Office

Use the Settings (⚙️) icon to customize the view.

Understanding Action Icons

• Edit (✏️): Modify company information.
• Delete (🗑️): Remove company records.

Tax Information Management

The module centralizes company tax details.

• GSTIN: Used for GST compliance and invoicing.
• PAN: Used for tax and financial transactions.
• TAN: Used for TDS reporting.
• CIN: Used for corporate registration and legal compliance.

Recommended Company Setup Process

1. Create company record.
2. Enter brand name.
3. Enter registered company name.
4. Link office location.
5. Add GST information.
6. Add PAN.
7. Add TAN.
8. Add CIN.
9. Save record.
10. Verify company details.

Best Practices

Always verify:

• ✓ Brand Name
• ✓ Registered Company Name
• ✓ Office Assignment
• ✓ GST Number
• ✓ PAN Number
• ✓ TAN Number
• ✓ CIN Number
• ✓ Audit History
• ✓ Company Usage Before Deletion

Common Use Cases

• Financial Operations: Used for invoicing, taxation, and reporting.
• Client Management: Companies can be linked to clients and operations.
• Compliance Management: Stores statutory business information.
• Multi-Company Operations: Supports organizations managing multiple legal entities.

Module Summary

The My Companies Module serves as the central company master database within the transport management system. It enables administrators to manage legal entities, maintain statutory records, link companies to offices, support financial compliance, and provide a structured foundation for operational and financial processes throughout the platform.