In this catalog you indicate the companies for which you have accounting in the system.

If you have several companies and you would like to have a separate accounting for each of them, enable the ‘Multiple companies accounting in infobase (by two or more)’ option in the ‘Enterprise’ section. To learn more about the section settings, see par. Settings for the 'Enterprise' section.

To access the catalog, go to the ‘Accounting’ section (see figure below).

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The schematic showing how to access the ‘Entities’ catalog

By default the system has one entity that can be edited. Press the ‘More’ button in the catalog right side toolbar and select ‘Edit’ from the drop-down list or To access the Entities master data, select Accounting > Master Data > Entities.

In FirstBIT ERP, there is a single default entity (Our Company) that can be edited. You can keep accounting records for one company or multiple companies (functional divisions). 

To be able to maintain accounting records for multiple functional divisions of your organization in a single database, select the Multi-company Accounting option on the Administration > Settings > General Settings form. For details, refer to General Settings.

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The Entities list 

The entities in the list are shown with their names, codes, and prefixes (abbreviations).

The toolbar buttons

To view or edit an existing entities, double-click the line with the entity name. You can right-click the line instead of pressing the ‘More’ button. To learn more about editing, see par. Create and edit entity. The 'Main parameters' tab and the subsequent paragraphs.

As the list is filled and for convenience of work, you can change its display settings. Press the ‘More’ button in the catalog right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.

Each user can assign the entity with which he works in the list.

To add a new entity, click the Create button on the toolbar. For details, refer to Adding an Entity. For description of other buttons, refer to List toolbar.

You (as a user) can set a specific entity with which you work more often than with the others in the system. To do so, log in the user's account in the system. In the catalogas the default entity. For this, when logged in to the application under the proper username, select the line with the this specific entity name and press click the Set As a Default Entity button (it is located  button on the toolbar above). After applying this optionthat, the default entity will be listed shown for you in bold type and the system will use it font in this list and will be appearing as the default entity in the documents created by defaultyou.

Also, you can change the default entity in the Personal settings sectionthe Personal settings section.

As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Working with the item list.

See also