Defining the Company

To define the company:

1. From the Organization and GL Structure screen, access the Company Definition tab, as shown below.

2. Click Add a Company.

3. Enter a Company Number.

4. Enter the Company Name.

5. If necessary, you can copy the accounts from another company.
To do this, perform the following:

a. Select a Company to be Copied from the drop-down.

b. Enter the Identify Company in Account Mask.

c. Click Copy GL Accounts.

6. Click Save.

7. Now, you can perform the following task:

Screen Element	Description
Company Definition
Add a Company	Button. When clicked, a row is added to the table and the corresponding fields are enabled to add a company.
Company Number	Text box. The unique code of the company.
Company Name	Text box. The name of the company.
Delete Unreferenced Company	Button. When clicked, the highlighted row from the table is deleted.
Company to be Copied	Drop-down. Consists of a list of companies. Select the company from which you want to copy the accounts.
Identify Company in Account Mask	Text box. This identifies where the company appears in the account mask. If account segments have been defined for a company, then that portion of the mask displays as “A”s. You can replace the nines with the company number being created.
Copy GL Accounts	Button. Copies the accounts from the company to be copied to the new company. This reduces the time-consuming task of re-entering each account for additional companies.