You are here: Ajera Help (A-Z) > multi-company > Reviewing reports, statements, and inquiries for multi-company
|
|
Reviewing reports, statements, and inquiries for multi-companyunavailable in ajeraCore Review the existing reports, statements, and inquiries in Ajera to ensure that they provide the information your companies need. If needed, you can change them so that they apply to all the companies in your organization. Or for each company, you may want to:
Create report viewsYou can create report views that limit the information that appears and how it appears. For example, you may want project managers from Company 1 to view information only for Company 1, or you may want them to view only their projects. In most reports, you can:
For more information about options and views, see: Set up financial statementsYou can set up financial statements and statement groups so that they display combined financial information for all your companies or separate financial information for each company. You can:
For more information, see: Create custom inquiriesYou can use Inquiry to view information about individual companies in your organization. Many of the standard inquiries contain predefined columns for multi-company. For example, you can create a custom Employee inquiry that displays the company for each employee. For more information, see:
|
Concepts About expense reports with multi-company Tasks Entering an intercompany bank transfer Entering intercompany vendor invoices and client receipts Entering journal entries to intercompany accounts Managing tasks for multi-company Managing loans between companies Reviewing organizational levels and reporting entities for multi-company Setting up security for multi-company Setting up company preferences for multi-company Setting up billing and payroll preferences for multi-company Setting up general preferences for multi-company Reviewing other existing setups for multi-company References |
© 2023 Deltek Inc. All rights reserved. |