Configuration and Multicompany

Vision Configuration consists of both system-wide and company-specific settings. If your firm uses the Multicompany feature, you must establish these company-wide settings for each company in your enterprise. If not, you set up the company-wide settings one time for your firm.

In some cases an application may have both system-wide tabs and company-specific tabs associated with it.

Choosing a Company to Configure

Depending on the Configuration area, there are two ways to apply Configuration settings to a particular company: change companies or select a company name from a Company field.

• Change Companies — When you change companies, you enter Configuration settings for one company. Then you click Utilities > Change Company, change to a different company, and enter configuration settings for that company. You repeat this process for each company in the enterprise. The name of the company currently selected displays at the top of the Configuration form. Areas such as Holiday Configuration and Billing Setup use this method.

• Select a Company Name — In some areas of Configuration, the setup forms include a Company field, which contains a drop-down list of all the companies in your enterprise. You select the appropriate company from the drop-down list and then apply the Configuration settings to that company. Areas such as Accounting and Accounts Receivable use this method.

Configuration Areas That Have Company-Specific Settings

Configuration > General > Company Settings	Use this area to enter a company name and address, specify date and time formats, and enable currencies for each company.
Configuration > General > Holiday Calendar	Use this area to set up holidays and non-working days for each company.
Configuration > General > Alerts	Use this area to create alerts. You set some alerts at the company level and some at the system level.
Configuration > Plannng > Plan Settings	Use this area to set up WBS Mapping, Planned Revenue, and Labor Cost and Billing rates for each company.
Configuration > Billing	Use this area to set up General Billing information, Default Billing Terms, and Reporting Default Terms for each company.
Configuration > Accounting > Company Settings	Use this area to enter General Accounting settings for such areas as accounts, timesheets, and cross charges for each company.
Configuration > Accounting > Employee Types	Use this area to create employee types and associate those types with direct and indirect accounts for each company.
Configuration > Accounting > Time Analysis	Use this area to set up Time Analysis and Benefit Accrual options for each company.
Configuration > Accounting > Taxes	Use this area to set up tax codes for each company.
Configuration > Accounting > Banks	Use this area to set up bank codes and direct deposit information for each company.
Configuration > Accounting > Company AP	Use this area to enter Accounts Payable settings, liability codes, vendor types, and discount codes for each company.
Configuration > Accounting > Accounts Receivable	Use this area to set up ledger headings and invoice and AR mapping accounts for each company.
Configuration > Accounting > Overhead Allocation	Use this area to set up overhead allocation for each company.
Configuration > Payroll > General	Use this area to enter general Payroll settings for each company.
Configuration > Payroll > Withholding Codes	Use this area to set up withholding codes for each company.
Configuration > Time and Expense	Use this area to set up timesheet and expense report options for each company.