Setting up security for multi-company

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When you give members of a role access to multi-company, they can set up and change companies, access the Company field in the Project Command Center, enter intercompany journal entries, or view the Multi-Company Reconciliation report.

Members of a role see the following options when you give them access:

> Setup > Company > Companies

> Manage > Project Command Center > Project Info, Project List, and Phase Info subtabs > General tab > Company

> Manage > Journal Entries > Account > Intercompany Due From, Intercompany Due To, and Intercompany Other Income

> Reports > Financial > Multi-Company Reconciliation

To set up security for multi-company

From the

> Setup menu, click Company > Roles.

Click the role you want to give access to multi-company, and click Edit.

Do the following:

To allow members to

Do this

Set up and change companies

Click the Company tab.
Select the Companies check box.

The > Setup > Company > Companies menu option appears.

Access the Company field in the Project Command Center

Click the Projects tab.
Click the Project Info subtab.
On the General tab, select the level of access to the Company field.
Repeat for the Project List and Phase Info subtabs.

The Company field appears in the Project Command Center.

Enter intercompany journal entries

Click the General tab.
Select the Allow journal entries to intercompany accounts check box.

Intercompany Due From, Intercompany Due To, and Intercompany Other Income accounts appear for journal entries.

Note:

Limit the number of employees who have access to intercompany journal entries.

View the Multi-Company Reconciliation report

Click the Reports tab.
Select the Financial\Multi-Company Reconciliation check box.

Reports > Financial > Multi-Company Reconciliation menu option appears.

Click Save.

Concepts

About multi-company

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 reports, statements, and inquiries for multi-company

Reviewing organizational levels and reporting entities 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

Multi-Company Reconciliation report