View source for Working with companies

==Selecting a company==
You can choose the company in which you want to work on the top right of your screen in 2 different ways:
* By clicking the [[image:company.png|link=]] “Company” icon.
* Start typing the company name or code in the “Company field”.
::[[image:companyIcon.png|link=]]
<br/>
{{note|The list that will appear only contains companies you have access to.}}<br/>

{{info|Companies are only available after they have been synchronized with the accountancy package.}}<br/>

{{info|Invoices are booked in a company.}}

<br/>
Each application has its own company specific data, which is maintained in the accountancy package.
Following data is company specific, and maintained in the accountancy package:
<br/>{{note|The Connected environment is not linked to any accountancy package, so no company data will be maintained there.}}
<br/><br/>'''All environments''':
* Partners
** Suppliers
* Payment terms
* Accounts
* Dimensions (cost center, cost place, ...)

<br/>'''EIS''' and '''OIS''':
* Partners
** Customers
* Periods
* VAT codes
* Currencies
* Journals
** Purchase journals
** Sales journals

<br/>'''VIS''':
* Partners
** Customers
* Bookyear
* Templates
* Currencies
* Journals
** Purchase journals
** Sales journals

<br/>'''NIS''':
* Dimensions
** Departments
** Customers
** Product segments
** Product lines

<br/>
{{info|It's possible to identify a purchase/sales journal or currency as default, contact us when this should be done.}}

<br/>Following data is general and thus identical for all companies:
* Invoice type: Invoice/credit note

<br/>{{info|The VAT number of the currently selected company can be viewed on the left side of the company picker. <br/>
[[image:company_vat.png|link=]]}}

<br/>
===Select documents for all companies===
To be able to view all documents/scanbatches for all the companies you have rights for, leave the [[image:company.png|link=]] "Company" field empty.<br/>

==Editing a company==
Click the [[image:edit.png||link=]] "My Company" button next to the selected company on the top right of the screen to view and edit the details of your company.

===Editing company data===
Under the ''"Edit company $COMPANY"'' section, there are a few fields available. Some are readonly and some can be edited:<br/>
<br/>
'''All environments'''
* '''Name''': the name of the company. '''This field is read-only and cannot be edited.'''
* '''Code''': the code of the company. '''This field is read-only and cannot be edited.'''
* '''VAT number''': the VAT number of the company. '''This field is read-only and cannot be edited.'''
* '''Last sync''': the last time the company was synchronized. '''This field is read-only and cannot be edited.'''
* '''Next sync''': the next time the company will be synchronized. '''This field is read-only and cannot be edited.'''
<br/>

'''VIS specific fields'''
* '''Quick vat''': indicates if Quick VAT is enabled for this company or not.
* '''Non ded. account''': indicates the account to which non deductable amounts should be booked.
* '''Non ded on new line''': indicates if the non deductable amount should be added to a new posting line.
* '''Margin''': indicates if the margin calculation is enabled or not. '''This field is read-only and cannot be edited.'''
<br/>

'''EIS example:'''<br/>
<br/>[[image:my_company_company_data_eis.png|link=]]<br/>
<br/>
'''VIS example:'''<br/>
<br/>[[image:my_company_company_data_vis.png|link=]]<br/>
<br/>

===Editing company fields===
The company fields are located below the company data. These fields are ordered by different tabs.<br/>
<br/>
'''All environments'''
* '''Document flow (no fields are editable)'''
** '''Auto flow active''': indicates if the auto flow is enabled or not. See "[[Approval_manual|Approval manual]]" for more information.
** '''Fixed flow active''': indicates if the manual flow is enabled or not. See "[[Approval_manual|Approval manual]]" for more information.
** '''Direct booking active''': indicates if a document can be booked directly from ''"To validate"'' or not.
** '''Send to TAP active''': indicates if a document can be sent to an external accountant for approval or not.
** '''Onea accountancy active''': indicates if header validation after scanning is active or not.
** '''Direct to postcontrol active''': indicates if a document can be sent directly to post-control or ended (depending upon post-control being active) or not.
** '''Precontrol user group''': the user group to which documents will be sent upon arrival in 1Archive.
** '''Post-control user group''': the user group to which documents will be sent when entering post-control.
* '''Default values'''
** '''Default purchase journal''': define the journal that will be used for incoming documents that enter via an external service.
** '''Default sales journal''': define the journal journal that will be used for outgoing documents that enter via an external service.
<br/>

'''VIS specific fields'''<br/>
* '''Active period (no fields are editable)'''
** '''Begin''': the date of the start of the first active period found
** '''End''': the end date of the first active period found
** '''Declaration period''': the kind of declaration used
* '''Voucher date'''
** Inv. date in active period, current date in active period
** Inv. date in active period, current date not in active period
** Inv. date before active period, current date in active period
** Inv. date before active period, current date not in active period
** Inv. date after active period
* '''Cutoff'''
** '''Cutoff account''': enter the account you wish to use for cutoff here
* '''Voucher number'''
** '''Out. inv - calculate from InvoiceNr''': define if you want the voucher number to be calculated from the invoice number for outgoing invoices
* '''Dossier settings''':
** '''Skip scanbatch splitting''': when an e-mail is sent to the company, do you still want to be able to split the documents using the webscanning or not?
** '''Sales invoice - payment term days''': enter the number of days which need to be added to the invoice date to be able to calculate the due date for sales invoices.
<br/>
{{note|For more information about the voucher date settings, see "[[Appendix:_Voucher_date_calculation|Appendix: voucher date calculation]]".}}
<br/>
[[image:my_company_company_fields_vis.png|link=]]<br/>
<br/>

'''EIS specific fields'''
* '''Dossier settings'''
** '''Subject to vat''': indicates if this company is subjected to VAT or not.
** '''Skip scanbatch splitting''': when an e-mail is sent to the company, do you still want to be able to split the documents using the webscanning or not?
* '''Exact Online'''
** '''Exact language''': select the language in which you would like to have your items synchronised from Exact.
* '''Default values'''
** '''Period calculation''': select the method of calculation for your periods. More information [[Appendix:_Period_Calculation|here]].

<br/>[[image:my_company_company_fields_eis.png|link=]]<br/>
<br/>

'''NIS specific fields'''
* '''Custom lists'''
** '''Product segment id''': enter the internal id of the "Product segment" list in NetSuite
** '''Product line id''': enter the internal id of the "Product line" list in NetSuite
* '''Netsuite'''
** '''Account id''': enter the id of the NetSuite account which will be used to establish a connection
** '''E-mail address''': enter the e-mail address of the user for which the web services are enabled
** '''Password''': enter the password of the user for which the web services are enabled
** '''App ID''': enter the app id of the registered NetSuite application
** '''Role key''': enter the internal id of the role for which you would like to authenticate with NetSuite
<br/>{{note|See "[[Appendix:_NetSuite_settings|Appendix: NetSuite settings]]" for where to find all this information}}<br/>
* '''Default values'''
** '''Period calculation''': select the method of calculation for your periods. More information [[Appendix:_Period_Calculation|here]].

===Logo===
<br/>{{warning|This is available from 1Archive version '''2017.12'''}}<br/>

When you would like to see your own logo on top of our application, you can upload it here.<br/>
<br/>{{info|Make sure you don't upload a logo that is too big, otherwise you will not be able to view your archive properly.}}<br/>
{{info|Recommended size for the image: height of 40 pixels.}}<br/>

===Editing mailboxes===

By default, every company gets 4 mailboxes:
* Incoming invoices, e.g. ''0123456789.in@environment.oneamail.be ''
* Incoming e-Invoices, e.g. ''0123456789.ein@environment.oneamail.be ''
* Outgoing invoices, e.g. ''0123456789.out@environment.oneamail.be ''
* Outgoing e-Invoices, e.g. ''0123456789.eout@environment.oneamail.be ''
<br/>
For more information about these mailboxes, see "[[Capturing_invoice_data#Mail|Mail]]".
<br/>
<br/>The system generated the random mailboxes for you (in this example ''0123456789''), and are active by default; you can use them straight away. However, if you want a more personalized address (like ''mycompany.in@environment.oneamail.be''), you are allowed to change this. 
<br/>
<br/>{{warning|Please bear in mind that changing your mail code will invalidate your old mailboxes!}}<br/>
[[image:my_company_mailboxes.png|link=]]

==Company sync health==
The color of the icon on the left side of the company picker indicates how healthy the synchronisation of the currently selected company actually is.
<br/>[[image:company-sync-health.png|link=]]<br/>