Setting up a Company
The term company means the different entities within your practice. For example, you may have a company for the main business, one for the partnership and perhaps one for the financial advising division and another one for audit services. Each company has its own general ledger.
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On the main menu click File > Maintenance > Internal > Companies.
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In the Companies window, in the blank row at the top of the table, enter the Company Name.
To modify an existing name, edit the text directly. -
Enter a unique Company Code.
To modify an existing code, edit the text directly. -
In the Default Export Path cell, specify a default location for exporting files for this company. Click the Ellipsis
to navigate to a suitable location, and then enter the default name of the export file in the Browse for Folder window. This step is optional. -
Select Dimension 1 from the drop down list. The options are:
None
Practice
Partner
Department -
Select Dimension 2 from the drop down list.
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Select the Base Currency that the Company operates in.
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Check the box Default Company to allow it to be populated automatically when creating a new contact.
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When you have finished, click
to save the information and close the window. -
Press [Enter]. A new blank row is created at the top of the table.
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To set up additional companies, repeat steps 2 to 8.
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When you have finished, click
to save the information and close the window.
