Difference between revisions of "Working with companies"
From 1Archive help
| Line 18: | Line 18: | ||
** Suppliers | ** Suppliers | ||
** Customers | ** Customers | ||
| − | |||
*Payment terms | *Payment terms | ||
* Currencies | * Currencies | ||
| Line 24: | Line 23: | ||
** Purchase journals | ** Purchase journals | ||
** Sales journals | ** Sales journals | ||
| + | * Accounts | ||
| + | * Dimensions (cost center, cost place, ...) | ||
<br/>'''EIS''' and '''OIS''': | <br/>'''EIS''' and '''OIS''': | ||
Revision as of 13:16, 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
- 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
