Fields and Options

Use the Organization General Setup form and related dialog boxes to set up new companies and specify security access to them.

Related Topics:

  • Organization General Setup Form
    Use the Organization General Setup form to establish firmwide organization settings for your firm.
  • Add Company Dialog Box
    Use the Add Company dialog box to create a new company and establish basic settings such as the firm name and address and the company's functional currency.
  • Copy Company Dialog Box
    Use the Copy Company dialog box to copy an existing company's data and use it as the basis for a new company.
  • 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: Setting Up Organization Codes for New Companies