Difference between revisions of "Entity Codes Maintenance"
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| − | ==Overview== | + | =='''<span style="color:blue;">Overview</span>'''== |
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| + | In some cases an organization may comprise two or more business entities. Where this is true, there can be a need to create separate general ledgers for these “companies” (your organization can rename this term, if necessary, in FundWriter Setup: . Separate companies have: | ||
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| + | * Separate charts of accounts and financial records, including journals and posted transactions; | ||
| + | * Separate lists of GL segments (except for those segments set up as global); | ||
| + | * Separate closed versus open status on fiscal years and accounting periods; | ||
| + | * Separate vendors in Accounts Payable and separate sets of vouchers; | ||
| + | * Separate customers in Accounts Receivable and separate sets of orders, invoices, and receipts; | ||
| + | * Separate assets in Fixed Assets; | ||
| + | * Separate donors in Connect-FR and separate sets of gifts | ||
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| + | FundWriter allows your business to do these things and to assign users to one or more companies, defining a default company for each user. Simply use FundWriter Setup to enable multi-company functionality. For information on how to configure your FundWriter setup, reference this page: [[FundWriter Setup]] | ||
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| + | Then proceed to Entity Codes Maintenance to set up the companies and indicate the users relevant to each: | ||
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| + | * From the DDI Connect main menu, double-click FundWriter | ||
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| + | * Double-click FundWriter Setup | ||
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| + | * Double-click Entity Codes Maintenance. You will see this screen: | ||
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[[Category:FundWriter]] | [[Category:FundWriter]] | ||
Revision as of 16:09, 10 October 2011
Overview
In some cases an organization may comprise two or more business entities. Where this is true, there can be a need to create separate general ledgers for these “companies” (your organization can rename this term, if necessary, in FundWriter Setup: . Separate companies have:
- Separate charts of accounts and financial records, including journals and posted transactions;
- Separate lists of GL segments (except for those segments set up as global);
- Separate closed versus open status on fiscal years and accounting periods;
- Separate vendors in Accounts Payable and separate sets of vouchers;
- Separate customers in Accounts Receivable and separate sets of orders, invoices, and receipts;
- Separate assets in Fixed Assets;
- Separate donors in Connect-FR and separate sets of gifts
FundWriter allows your business to do these things and to assign users to one or more companies, defining a default company for each user. Simply use FundWriter Setup to enable multi-company functionality. For information on how to configure your FundWriter setup, reference this page: FundWriter Setup
Then proceed to Entity Codes Maintenance to set up the companies and indicate the users relevant to each:
- From the DDI Connect main menu, double-click FundWriter
- Double-click FundWriter Setup
- Double-click Entity Codes Maintenance. You will see this screen:
