Table of Contents

...

This is your companies setup as a business entities in the system. See Setting up new Companies for best practice steps to setup an new business entity.

An existing company in the system can become a host company

This might be used if you are using delegates in the system.

...

• Business numbers like ABN, ACN etc
• How information like Article numbers and Business / Person contacts are shared with other host companies
• General Settings
  • numbering systems for orders and invoices
  • Base currency
• Images for use on standard documents (invoices, email footers etc)
• Bank accounts used by the business
• Warehouse defaults
• Sales Channels used in reporting
• Departments in the business used in reporting
• Branches - used in reporting
• Freight and settlement settings
• BAS settings
• Sales/Credits/Stop Supply
  • Note Max Write-off Adjustment applies when invoices and payments do not exactly match.  
• Booking services and fees
• Host Company Entity and Debtor / Creditor Profiling (selections used by the system)
  • Standard Entity Profiles - selection of these will then cause fields to appear on Company cards
  • Standard Debtor/Creditor Profiles - selection will cause fields to appear on Debtor and Creditor cards
• MISC - other settings

Trading between Host Companies

Note that a Host Company can also be the parent of a Debtor and a Creditor for trading (Purchase Order for Perishable Goods from PO to Goods Receipt and matching sales order) between host companies to enable eliminations in consolidated financial reports

General Tab

• ACN is Australian Company Number
• ABN is Australian Business Number
• Address details
• Email address (can find by email if delegate)
  • Without an email address no emails will be sent from the system for this host company.  This is the "From" email address 
• Is delegate indicates the address is not owned by this entity and the real owner can pass on
• Notes free form for this entity
• Profile is for information only
  • Private
  • Government
  • Semi-Government
  • Unknown
• Engage Method is preferred method of communciation
• Base Currency for the accounts and transactions in the system
• Telephone numbers
• Contact person does not come from persons in the system
• Web address is the url for this company.
• Shared Entity Scope allows the business entities (Companies and Persons) to be pooled and shared.
  • Need to create a shared entity scope first
  • Then multiple Host Companies can subscribe to the same shared entity scope
• Host colour changes the colour that will be seen in the menu area when navigating so you can tell which entity you are working in.
• Active allows you to make an organisation inactive.
• Max simultaneous Logins limits the maximum number of persons that can login at any time.
• Audit logins Dropdown
  • will ensure all login and logout events are tracked and visible through System Event Log 
    • All - tracks all logins
    • Primary - tracks employees only
    • Alternate - tracks customers and consultants logins

...

• Print templates
  • A print template defines the layout of the report generated for a journal type.
  • The print template must be built by an our developer before it can be assigned to a journal type.

  • Print templates can be attached to emails that are sent from the system - see Entering Email Templates

    Info
    When the system is looking for a report to use it looks in the following order: The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt The report name with no prefix, eg invoice.mrt

• Journal Type
  • The type of journal that the template applies to.
    • Description ::A description of the use of the template.
    • Template ::The file name of the print template. This will be provided by the our developer.
    • Trigger Account ::is the account that will trigger the email to be sent

...

• Can create a list of contact methods that will be used on prints and emails from the system

...

Bank Accounts

To setup a Bank Account enter all the details for this business entity.

...

• Profile to give subscribers - if you have anonymous transactions turned (turned on by our) and an entity subscribes (allowing you to send them emails) you can default a profile/wiki/spaces/SI/pages/33054915
• Role to give subscribers as above for a Role to allow login access
• Footer to add to all outbound emails allows a standard footer you can select on email templates
• Instructions to display on your anonymous subscribe page is global for each host company

...