Fields and Options

Use the Organization General Setup form and related dialog boxes to enable Multicompany and complete setup steps.

Related Topics:

  • Organization General Setup Form
    Use the Organization General Setup form to establish firmwide organization settings for your firm.
  • Enable Multicompany Dialog Box
    Use the Enable Multicompany dialog box to set the length of the code used for the company-level organization code, specify the company code for the initial company you create during the enable process, and enable the Multicompany feature.
  • Assign <Role Name> Dialog Box
    Use this dialog box to associate employees to the role that you selected on the Approval Roles grid in Organization General Setup.
Parent Topic: Enabling the Multicompany Feature