To add an entity, press the ‘Create’ button on the toolbar of the respective catalog. To edit the existing one, double click the line with its name. You can also select the line, press the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of pressing the ‘More’ button.
In the create form, only the Description field and selection between the legal person and individual are required. The ‘Description’ that you enter will be displayed in the system interface and in the drop-down lists.
If you create an entity without editing it, press the ‘Save’ button after completing the required information. If you do not save the entity, you won’t be able to complete the related catalogs and fields (for example, ‘Bank Account’).
The "Entities (create)" form. The Main parameters tab
Full name is used for indicating the entity name as it is written in the charter documents. The system will use this name in the documents print forms.
If you intend to have accounting for several companies, we recommend completing the Prefix field. It allows adding your own letter code for each entity. The system will use this code before the numbers of all the documents executed on behalf of this entity.
Use the Work Days Calendar field in the calendar catalog to select the calendar that represents the entity work schedule. To access the catalog, click the ‘Show all’ hyperlink in the drop-down list. You can specify which days are working, non-working and holidays. To learn more about working with calendars, see par. Completing the 'Work Days Calendars' catalog.
If the entity is an individual, you can additionally select a respective person from the Individuals catalog. To access this catalog, use the above steps. To learn more about working with it, see par. Completing the 'Individuals' catalog.
You can complete the Default Bank Account and Default Petty Cash fields by selecting their values from the Bank Accounts and Petty Cashes catalogs accordingly. The system will use this information in the entity documents. If your entity has several bank accounts and/or petty cashes, please indicate the default bank account and/or petty cash that is used more often than the others.
If the catalog does not contain the required items (individual, bank account or petty cash), you can add them within the entity create form. Just press the button in the respective drop-down list or click ‘Create’ in the displayed catalog window. (To open the catalog, select ‘Show all’ from the drop-down list.)
To edit an item selected for any field, press the button located to the right of the field. To apply the changes, press the ‘Save and close’ or ‘Save’ button in the displayed editing form.