Company Finance Sites Tab
The Sites tab lists all addresses associated with a company. Use it to add secondary locations, assign a tax code per site, and designate which address serves each billing or shipping role.
What you can do here
- Add multiple addresses (sites) to a single company record
- Assign a Tax Code to each site individually
- Enter a mileage reimbursement amount for travel to that site
- Mark one site each as the Primary, Default Shipping, Default Billing, and Default Mail address
Note: Only one site can hold each default designation at a time. Assigning a designation to a new site removes it from the previous one automatically.