Add a Company

After you enable the Multicompany feature and create the initial company, you can add more companies. You must create a separate company record for each company in the enterprise.

You can add a company from scratch or copy an existing one and update it.

To create a company record, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Organization > Codes.
2. On the Organization Codes form, click the Subcodes tab and set the Level option to 1.
3. Click Insert on the Subcodes grid.
4. On the Add Company dialog box, complete the fields on the General tab and the Formatting tab.
5. If your firm uses the Multicurrency feature, complete the fields on the Currency tab.
6. Click Save.

Before you process any data for the new company, you must log out of Vision and log back in again.