Grant Access to Accounts Based on Company

By default, each account you create is unavailable to any company, including the active company, until you specify access rights for it. You must specify which companies can access each of the accounts you create.

Because account records can be shared globally, each account number must be unique across the enterprise. The ability to add new accounts is available only to those users who belong to a security role that has access to all companies set up in Vision. The accounts that you create must honor the account ranges and account number formats established in your enterprise's Chart of Accounts. If you copied another company's Chart of Accounts as part of creating a new company, you can later add or delete accounts in that structure to support the new company's accounting needs.

To create a new accounts and specify access to it, complete the following steps:

1. Select the active company that you want.
2. Create a new account.
3. On the General tab of the Accounts Info Center form, specify which companies, if any, can access the account:

   Option	Description
   To make the account available globally	Select the Available to All Companies option.
   To make the account available to a set of companies that you specify	Click Insert on the Company Access grid and enter rows to specify which companies in the enterprise may use the account.

4. Click Save.