Configuration and Multiple Companies
Configuration consists of both system-wide and company-specific settings. If your firm uses multiple companies, you must establish company-wide settings for each company in your enterprise. If not, you set up the company-wide settings one time for your firm.
Some applications require both system-wide and company-specifics settings.
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 , 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 Area | Settings |
|---|---|
| Use this area to enter a company name and address, specify date and time formats, and enable currencies for each company. | |
| Use this area to set up holidays and non-working days for each company. | |
| Use this area to create alerts. You set some alerts at the company level and some at the system level. | |
| Use this area to set up WBS mapping, planned revenue, and labor cost and billing rates for each company. | |
| Use this area to set up general billing information, default billing terms, and reporting default terms for each company. | |
| Use this area to enter general accounting settings for such areas as accounts, timesheets, and cross charges for each company. | |
| Use this area to create employee types and associate those types with direct and indirect accounts for each company. | |
| Use this area to set up time analysis and benefit accrual options for each company. | |
| Use this area to set up tax codes for each company. | |
| Use this area to set up bank codes and direct deposit information for each company. | |
| Use this area to enter accounts payable settings, liability codes, vendor types, and discount codes for each company. | |
| Use this area to set up ledger headings and invoice and AR mapping accounts for each company. | |
| Use this area to set up overhead allocation for each company. | |
| Use this area to enter general payroll settings for each company. | |
| Use this area to set up withholding codes for each company. | |
| Use this area to set up timesheet and expense report options for each company. |