Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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.

Using Host Company

The host company is the definition of your business entity and here is where information is stored like:

  • 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

Note that a Host Company can also be the parent of a Debtor and a Creditor for trading 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

...