Difference between revisions of "Working with companies"
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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]] “Company” icon. | * By clicking the [[image:company.png]] “Company” icon. | ||
| − | * Start typing the company name or code in the “Company field” | + | * Start typing the company name or code in the “Company field”. |
::[[image:companyIcon.png]] | ::[[image:companyIcon.png]] | ||
| + | {{note|In both cases, the list that will appear only contains companies you have access to.}} | ||
| − | |||
| − | Invoices are booked in a company. | + | {{info|Companies are only available after they are synchronized with the accountancy package.}} |
| + | |||
| + | {{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: | Following data is company specific, and maintained in the accountancy package: | ||
| − | * Partners | + | <br/>'''All environments''': |
| − | * Accounts | + | * Partners |
| − | * Payment terms | + | ** Suppliers |
| + | ** Customers | ||
| + | *Accounts | ||
| + | *Payment terms | ||
* Currencies | * Currencies | ||
| − | * Purchase | + | * Journals |
| − | * Sales | + | ** Purchase journals |
| + | ** Sales journals | ||
| + | |||
| + | <br/>'''EIS''' and '''OIS''': | ||
| + | * Periods | ||
| + | * VAT codes | ||
| + | |||
| + | <br/>'''VIS''': | ||
* Year | * Year | ||
| − | * | + | * Templates |
| − | |||
| − | + | {{info|It's possible to identify a purchase/sales journal or currency as default, contact us when this should be done.}} | |
| − | * <u>''[[Appendix:_Tax_system| | + | <br/>Following data is general and thus identical for all companies: |
| − | * <u>''[[Appendix:_Tax_system| | + | * Invoice type: Invoice/credit note |
| − | + | * <u>''[[Appendix:_Tax_system|Tax system]]''</u> | |
| + | * <u>''[[Appendix:_Tax_system|VAT calculation table]]''</u> | ||
Revision as of 09:43, 9 June 2016
In order to select a company, follow these guidelines:
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” icon. - Start typing the company name or code in the “Company field”.
 |
In both cases, the list that will appear only contains companies you have access to. |
 |
Companies are only available after they are synchronized with the accountancy package. |
|
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
- Accounts
- Payment terms
- Currencies
- Journals
- Purchase journals
- Sales journals
EIS and OIS:
- Periods
- VAT codes
VIS:
- Year
- Templates
|
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
- Tax system
- VAT calculation table
