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Reviewing other existing setups for multi-company

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About multi-company

Note: If you are a new user setting up Ajera with multi-company, please skip this topic. Instead, contact your Ajera consultant or review the Getting Started course or Ajera Getting Started Implementation Guide for more information.

If you are currently using Ajera with a single company, review your existing setups. You may need to either change them so that they work for all your companies or, in some cases, create new setups for each company.

For this You may need to

Account groups

To report on intercompany accounts as a group, add an account group for the Intercompany Due From, Intercompany Due To, and Intercompany Other Income accounts.

Bank accounts

Existing bank account setups link to the organization.

Change or set up bank accounts for each company. You can link a bank account setup to only one company.

Beginning balances

Enter and reconcile beginning balances for each new company.

Budgets

Enter budgets for each new company.

Chart of accounts

Change the descriptions, enter IDs, or select account groups for the Intercompany Due From, Intercompany Due To, and Intercompany Other Income accounts.

All companies share the same chart of accounts.

Clients

Change or set up clients for your companies. You can leave the Company field blank so that your companies can share clients.

Contacts

Change or set up contacts for your companies. You can leave the Company field blank so that your companies can share contacts.

Departments

Change or set up departments for your companies.

Employees

Existing employee setups link to the organization.

Change or set up employees for your companies. You can link an employee setup to only one company.

If an employee works for more than one company in your organization, create an employee setup for each company. Contact your Ajera consultant to confirm that this is the best approach for your organization.

Overhead groups

Change or set up overhead groups for your companies.

Payroll Taxes

If you process payroll in-house, change or set up state disability insurance (SDI) or state unemployment insurance (SUI) tax rates for each company, if needed.

When you link an SDI or SUI tax to a specific company in your organization, Ajera uses this tax rate when you run payroll for this company. If no SDI or SUI tax is linked to the company, Ajera then uses the tax rate from the tax setup where the Company field is blank.

Projects

Change or set up projects for each company. Existing project setups link to the organization.

You can link a project setup to only one company. If more than one company in your organization works on a project, either create a project setup for each company (if each company works on a separate and distinct part of the project, such as different phases) or set up the other companies as vendors. Contact your Ajera consultant to determine which is the best approach for your organization.

Project templates

Change or set up project templates for your companies

Recurring journal entries

Set up recurring journal entries for your companies.

Recurring vendor invoices

Set up recurring vendor invoices for your companies.

Vendors

Change or set up vendors for your companies.

If the vendor type is Credit Card, you must link the vendor to a company. Otherwise, you can leave the Company field blank so that your companies can share vendors.

 

 

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