Chart of Accounts and Multiple Companies

At the enterprise level, you establish the chart of accounts structure and a set of global accounts that are available to all companies. At the company level, you establish individual accounts. You decide whether any other companies in the enterprise can use these accounts.

Grant Access to Individual Accounts

By default, each account that you create is unavailable to any company, including the active company, until you specify access rights for it. Therefore, you must specify company access for each account that you create.

Chart of Accounts Structure

Every company in the enterprise must use the same chart of accounts structure. This means that all companies must use the same account number format, including the identifier length and delimiter positions.

You establish account number formats on the Numbering tab of Settings > General > General System.

Cash-basis Accounts

When you establish cash-basis accounts, you must ensure that they are either:

  • Globally available, or

  • Available to the same companies for which the corresponding regular accounts are available.

Related Topics:

  • Intercompany Accounts
    When you track multiple companies in Deltek, you must create intercompany accounts that are available to all companies in your enterprise. Deltek uses these accounts to process labor and expense charges for intercompany transactions.
  • Foreign Employee Types
    You probably will not use the same employee types for all companies in your enterprise. To allow for the possibility that Company A may reference an employee type that Company B does not use, you must specify the direct and indirect accounts that Deltek should use to process timesheets or labor adjustments that reference "foreign" employee types.
Parent Topic: Multiple Companies