Difference between revisions of "Working with companies"

From 1Archive help
Jump to: navigation, search
Line 4: Line 4:
 
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”. The list of companies that will appear only contains companies you have access to.
+
* 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.}}
  
Companies are only available after they are synchronized with the accountancy package.
 
  
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: Suppliers/Customers
+
<br/>'''All environments''':
* Accounts
+
* Partners
* Payment terms
+
** Suppliers
 +
** Customers
 +
*Accounts
 +
*Payment terms
 
* Currencies
 
* Currencies
* Purchase journal
+
* Journals
* Sales journal
+
** Purchase journals
 +
** Sales journals
 +
 
 +
<br/>'''EIS''' and '''OIS''':
 +
* Periods
 +
* VAT codes
 +
 
 +
<br/>'''VIS''':
 
* Year
 
* Year
* Periods
+
* Templates
  
In settings (administration functionality needed) it is advisable to identify a purchase/sales journal or currency as default.
 
  
Following data is general, identical for all companies:
+
{{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|KIS - Tax system]]''</u>
+
<br/>Following data is general and thus identical for all companies:
* <u>''[[Appendix:_Tax_system|KIS - Vat calculation table]]''</u>
+
* Invoice type: Invoice/credit note
* 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.png “Company” icon.
  • Start typing the company name or code in the “Company field”.
CompanyIcon.png
Note.png In both cases, the list that will appear only contains companies you have access to.


Info.png Companies are only available after they are synchronized with the accountancy package.
Info.png 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


Info.png 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: