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Setting up security for multi-company

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When you give members of a security group access to multi-company, they can set up and change companies, access the Company field in the Project Command Center, enter intercompany journal entries, or view the Multi-Company Reconciliation report.

Members of a security group see the following options when you give them access:

Company > Companies
Setup > Projects > Project Info, Project List, and Phase Info subtabs > General tab > Company
Manage > Journal Entries > Account > Intercompany Due From, Intercompany Due To, and Intercompany Other Income
Reports > Financial > Multi-Company Reconciliation

From the Company menu, click Security.

Click the security group you want to give access to multi-company, and click Edit.
Do the following:

To allow members to

Do this

Set up and change companies

Click the Company tab.
Select the Companies check box.

The Company > Companies menu option appears.

Access the Company field in the Project Command Center

Click the Projects tab.
Click the Project Info subtab.
On the General tab, select the level of access to the Company field.
Repeat for the Project List and Phase Info subtabs.

The Company field appears in the Project Command Center.

Enter intercompany journal entries

Click the General tab.
Select the Allow journal entries to intercompany accounts check box.

Intercompany Due From, Intercompany Due To, and Intercompany Other Income accounts appear for journal entries.

Note:

Limit the number of employees who have access to intercompany journal entries.

View the Multi-Company Reconciliation report

Click the Reports tab.
Select the Financial\Multi-Company Reconciliation check box.

Reports > Financial > Multi-Company Reconciliation menu option appears.

Click Save.