Setting up company security
Checking a box on the Company tab allows employees in the
If you clear a check box, employees in this role can only see and select the item from a list window.
To set up company security
- From the
>
Ajera automatically contains
these default
- Click the Company tab.
- Enter information as follows:
| Select | To allow members to |
|---|---|
|
Companies |
Multi-company only. Set up and maintain multiple companies in a single Ajera database. For more information, see Setting up security for multi-company. |
|
Bank accounts |
Set up and maintain bank accounts. |
|
Departments |
unavailable in ajeraCore unless you have the Departments add-on Set up and maintain departments, which includes identifying departments for which you want to track project and financial information. Set up and maintain reporting entities and organizational levels. This option only applies if you selected the Use departments check box on the General tab of company preferences. |
|
Chart of accounts |
Identify the accounts for which you want to track financial information. Set up and maintain account groups. If employees in this |
|
Payroll |
For in-house payroll only. Perform payroll tasks using Ajera Payroll or a payroll service. |
|
Recurring vendor invoices |
Set up recurring vendor invoices. If you also want to allow members to create recurring vendor invoices, select the Recurring vendor invoices check box on the Manage tab. |
|
Recurring journal entries |
Set up recurring journal entries. If you also want to allow members to create recurring journal entries, select the Recurring journal entries check box on the Manage tab. |
|
Budgets |
Set up and maintain your company’s annual budgets. These budgets can be used in financial statements to compare actual performance to budgets. |
|
Beginning balances |
Enter and change beginning balances through the |
|
Distribute DPE/Overhead |
Distribute direct personnel expense (DPE) and overhead costs for labor transactions for a specified date range. The distribution method is based on the option selected in company preferences. |
|
Recalculate time |
Recalculate time after adding or changing an employee pay rate. |
|
Close fiscal year |
Close the financial accounts for the year. When closing the fiscal year, balances for Profit and Loss (P&L) accounts are reversed out and an entry is created to retained earnings for the net income amount. |
|
Custom fields |
Create and maintain custom fields. |
|
Preferences |
Set up and maintain your company preferences, which include options for accounts, billing, payroll, and time entry. |
| Collaboration User Credentials |
Check to allow users to enter their Collaboration user credentials to be able to see the Collaboration Widget. This check box is disabled until Collaboration is enabled in Company Preferences ( |
|
Enable the Revenue Formula menu option to appear on the This check box only appears if you have selected a formula revenue method on the |
|
| Credit card import settings | Check to allow users to setup import credit card settings. |
| Bank feed connection | Check to allow users to set up bank feed connection. |
Government reporting: |
|
|
Form 1099 |
Print Form 1099-MISC. |
|
Payroll forms |
For in-house payroll only. Access and print payroll forms. |
- You can use the
buttons at the lower left of the window to page through this information
for other
