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.

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 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 as the default entity. For this, when logged in to the application under the proper username, select the line with this specific entity and click the Set As a Default Entity button on the toolbar. After that, the default entity will be shown for you in bold font in this list and will be appearing as the default entity in the documents created by you.

Also, you can change the default entity in the 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