3.5 How to Manage Multi Company Settings

1. 1. Click on Settings

   

2. 2. Click on Manage Companies

   

3. 3. List of Companies. Create new if its a Group

   

4. 4. Can create company branches by selecting the relevant company

   

5. 5. Click on Branches

   

6. 6. Click on Add a line

   

7. 7. Fill in details of company & click save & close

   

8. 8. Click on Save manually

   

9. 9. Click on Companies

   

10. 10. List of branch company will be shown

    

Accessing different company

1. 11. Click on My Company (San Francisco)

   

2. 12. Select company to go to

   

Managing user rights to multi-company

1. 13. Click on Settings

   

2. 14. Click on Manage Users

   

3. 15. List of all users

   

4. 16. Select relevant user

   

5. 17. Allowed company section

   

6. 18. Add/remove relevant companies

   

7. 19. Click on Save manually

   

Enabling Intercompany transactions

1. 20. Click on Settings

   

2. 21. Type "inter"

   

3. 22. Uncheck Inter-Company Transactions

   

4. 23. Click on Save

   

5. 24. Click on Automatically generate counterpart documents in recipient companies