Overview

Where a number of Host Company (your business/s) share Persons and Companies you create a shared scope.

1. Do you have multiple companies that deal with the same person or company and want to maintain the Person and Company information in one place

   1. Note you will still have separate Creditor Maintenance and Debtor Maintenance in each host company

2. Decide where information for invoices and other documents are to be sourced from and we can adjust the documents if required

Create a Name for the Shared Scope

Open

Reference on Host Company

Open

Make Company or Person Global

Requires Secure Features#CanMakeGlobalEntities

Open

Open

Shared Entity Scope shows all global entities

Open