Difference between revisions of "Working with companies"

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* VAT period
 
* VAT period
  
In settings (administration function needed) it is possible to identify a purchase/sales journal as default.
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In settings (administration function needed) it is advisable to identify a purchase/sales journal or currency as default.
  
 
Following data is general, identical for all companies:
 
Following data is general, identical for all companies:

Revision as of 10:52, 27 January 2014

Invoices are booked in a “company”.

You can choose the company in which you want to work by hovering over the “Company icon” Company.png and by start typing the company name or code in the “Company field”, to be find on the right top of your screen.

Select the right company. If you don’t see the desired company, select “Other company”.

Only companies that you have access to, will appear.

Companies are only available after initial synchronization with the Kluwer Exchange Object.

Following data is company specific, and maintained in the accountancy package:

  • Partners: Suppliers/customers
  • Accounts
  • Payment terms
  • Currencies
  • Purchase journal
  • Sales journal
  • Year
  • Fiscal period
  • VAT period

In settings (administration function needed) it is advisable to identify a purchase/sales journal or currency as default.

Following data is general, identical for all companies: