Working with companies

From 1Archive help
Revision as of 12:10, 24 March 2016 by Onea (talk | contribs)

Jump to: navigation, search

Invoices are booked in a “company”.

You can choose the company in which you want to work on the right top of your screen by clicking the “Company icon” Company.png
or by start typing the company name or code in the “Company field”. CompanyIcon.png

Only companies that you have access to, will appear.

Companies are only available after initial synchronisation with the accountancy package.

Following data is company specific, and maintained in the accountancy package:

  • Partners: Suppliers/Customers
  • Accounts
  • Payment terms
  • Currencies
  • Purchase journal
  • Sales journal
  • Year
  • Periods

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: