Difference between revisions of "Working with companies"
From 1Archive help
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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. | ||
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::[[image:companyIcon.png]] | ::[[image:companyIcon.png]] | ||
| − | {{note| | + | {{note|The list that will appear only contains companies you have access to.}} |
| − | {{info|Companies are only available after they | + | {{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.}} | ||
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<br/>'''VIS''': | <br/>'''VIS''': | ||
| − | * | + | * Bookyear |
* Templates | * Templates | ||
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<br/>Following data is general and thus identical for all companies: | <br/>Following data is general and thus identical for all companies: | ||
* Invoice type: Invoice/credit note | * Invoice type: Invoice/credit note | ||
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Revision as of 13:15, 9 June 2016
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
- Accounts
- Payment terms
- Currencies
- Journals
- Purchase journals
- Sales journals
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
