Difference between revisions of "Working with companies"
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* 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|link=]] | ::[[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/> | |
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| − | |||
| − | {{info|Companies are only available after they have been synchronized with the accountancy package.}} | ||
{{info|Invoices are booked in a company.}} | {{info|Invoices are booked in a company.}} | ||
Revision as of 16:13, 11 January 2017
If you would like to add an extra company, please fill in following form: add new company form
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”.
 |
The list that will appear only contains companies you have access to. |
 |
Companies are only available after they have been 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
- Payment terms
- Currencies
- Journals
- Purchase journals
- Sales journals
- Accounts
- Dimensions (cost center, cost place, ...)
EIS and OIS:
- Periods
- VAT codes
VIS:
- Bookyear
- 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
