Working with companies
From 1Archive help
Revision as of 07:43, 15 June 2017 by Nele.scherrens (talk | contribs)
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.