Company setup
Company setup creates the company, its structure and shared masters, and decides who may sign in, what they may do, how documents are numbered and approved, and who is told when something happens.
Tasks
Set up
- How do I create a new company?
- How do I number documents?
- How do I make a field start with a value, or required, for a company or a user?
- How do I switch on digital invoicing with the tax authority?
- How do I let two companies of the group order from each other?
Users and security
- How do I create a user and give them rights?
- How do I change a standard role?
- How do I set the password rule?
- How do I stop a user who has left?
Approvals, alerts and files
- How do I make documents of a screen need approval?
- How do I send a reminder or an alert by email?
- How do I ask for a reason when a document is reversed?
- How do I make a folder accept files only after approval?
The whole order of setting up a company is on Set up a new company.
What posts
Nothing in company setup posts to the accounts. These screens set up what the posting screens of the other areas read.