Reporting and Multiple Companies
Using multiple companies impacts various areas in Reporting.
In certain areas, including Consolidated Reporting, Employee Reporting, and Payroll Reporting, the data that displays may be different when you use multiple companies.
For example, in Consolidated Reporting, you can set up groups of companies so that you can consolidate their financial results. This allows you to merge data on financial reports for multiple companies. You could do this to generate a report that contains data for all European companies in your enterprise.
Employees and Multiple Companies in Reporting
When you use multiple companies with employee records, you can associate an employee record with one or more companies. This creates an employee record for each company the employee is associated with. Some reports are company-specific and only include details for a single company. For example, employee payroll reports allow you to view an employee's payroll information for each individual company. You can only run a payroll report for one company at a time.
However, other employee reports allow you to view details from multiple companies for the same employee. For example, if an employee's home company is in the United States but they also have two associated companies in Canada, the employee would potentially have separate currency, accrual schedules, and other information that is maintained for each company. You could generate three instances of the Accrued Time report, each one displaying the employee's information for one of the three companies.
By using different report filters, you can tailor the report information to match your specific requirements. In addition, you can save your favorite report criteria for personal use, or share it with other users within your security role or your firm.
- Active Company
- Is Home Company
- Is Not Home Company
See the Employees and Multicompany help topic for additional details.