Working with companies

1 Selecting a company

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

1.1 Select documents for all companies

To be able to view all documents/scanbatches for all the companies you have rights for, leave the "Company" field empty.