Difference between revisions of "Working with companies"
From 1Archive help
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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|link=]] “Company” icon. | * By clicking the [[image:company.png|link=]] “Company” icon. | ||
Revision as of 09:31, 30 March 2017
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”.
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The list that will appear only contains companies you have access to. |
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Companies are only available after they have been synchronized with the accountancy package. |
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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
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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
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.
