Difference between revisions of "Working with companies"

From 1Archive help
Jump to: navigation, search
(Select documents for all companies)
Line 1: Line 1:
<br/><div style="font-size: 130%">[[image:email.png|link=]]    '''If you would like to add an extra company, please fill in following form: [https://onearchive.wufoo.com/forms/r11vyaph09mw9ap/ add new company form]'''</div>
 
<br/>
 
 
You can choose the company in which you want to work on the top right of your screen in 2 different ways:
 
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.
 
* By clicking the [[image:company.png|link=]] “Company” icon.

Revision as of 08:31, 30 March 2017

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 Company.png “Company” icon.
  • Start typing the company name or code in the “Company field”.
CompanyIcon.png


Note.png The list that will appear only contains companies you have access to.

Info.png Companies are only available after they have been synchronized with the accountancy package.

Info.png Invoices are booked in a company.


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:

All environments:

  • Partners
    • Suppliers
    • Customers
  • Payment terms
  • Currencies
  • Journals
    • Purchase journals
    • Sales journals
  • Accounts
  • Dimensions (cost center, cost place, ...)


EIS and OIS:

  • Periods
  • VAT codes


VIS:

  • Bookyear
  • Templates


Info.png It's possible to identify a purchase/sales journal or currency as default, contact us when this should be done.


Following data is general and thus identical for all companies:

  • Invoice type: Invoice/credit note

Select documents for all companies

To be able to view all documents/scanbatches for all the companies you have rights for, leave the Company.png "Company" field empty.