Company

It is possible to allocate all account maintenance documents to entities for analytical purpose (site, decision-making or profit center...). It is a subdivision of a company.

The following information enables the display of specific statuses:

  • Code: 5 characters mandatory. The entity code enables the identification of business objects belonging to an entity.
  • Validity end date: end of validity date of the entity
  • Short name: entity's short name
  • Full name: entity's full name
  • Name (cont): additional information about the entity's name
  • Address: entity's physical address
  • Locale: additional information about the entity's location
  • Zip code/city: city where the entity is located
  • Cedex: cedex of the entity's address
  • Region: region where the entity is located
  • Country: country of the entity
  • Telephone: entity phone number
  • Fax: entity fax number
  • Website: entity website
  • Email: entity official email address
  • SIREN no: entity's SIREN number
  • SIRET no: entity's SIRET number
  • Type: undetermined / Cost center / profit center
Analytical grouping
  • Division: attached division code
  • Grouping: grouping code
  • "Arrival project": arrival project code
  • Associated project families: select project families
  • Outstanding calculation parameters
  • Calculation method: calculation method for the business objects in progress
  • Time display unit: hours/days
Analytical result at standard cost
  • Direct staff cost load factor
  • Loading factor for other direct costs
  • Selected indirect expense value

Enables you to set up the automatic numbering of the third-parties and reconciliation accounts for the connection company.

The Activate the setup of a reconciliation account by company for the third-parties set up on ***** option enables, for each company managed in Akuiteo, to associate different reconciliation accounts with a multi-company customer or supplier record sheet.

Note

If third-parties already exist in the database, the CreerClientFournisseurSociete batch must be launched to update reconciliation accounts on all companies.

As Akuiteo handles several companies, each business object is allocated to one company.

  • Code: 5 characters mandatory. The company's code allows you to identify the company to which each business object belongs.
  • Call name: company's short name
  • Full name: company's full name
  • Address: company's physical address
  • Locale: additional information about the company's location
  • Zip code/city: city where the company is located
  • Cedex: cedex of the company's address
  • Region: region where the company is located
  • State/Province: help list displaying the states and provinces set up from General setup > Regional parameters > Province.
  • Country: company's country, required
  • Telephone: company phone number
  • Fax: company fax number
  • Website: company website
  • Email: company official email address
  • Currency: code of the default currency used with this company
  • SIREN no: company's SIREN number, required
  • SIRET no: company's SIRET number
  • Legal form: company's legal form
  • Company capital: company's resources
  • Trade register text : company's register
  • VAT ID no: company's VAT identification number
  • Business activity code

Parameters

  • Integrated management (yes/no): this parameter allows you to indicate the automatic generation of performed accounting entries matching management operations (invoicing, cash flow).

Outstanding calculation parameters

  • Calculation method: calculation method for the business objects in progress

Project status code

  • Selection: allows you to select all the codes of the project statues available for the company

Payment condition and accounting parameters

  • Customer/days/on: general conditions of customer payment
  • Supplier/days/on: general conditions of supplier payment
  • Factor reference: factor company reference
  • Double VAT: enables to use two VAT rates when specifying management objects, in this case you must set up a second VAT rate (Rate 2)
  • Accounting for debits: accounting type

Holdback

  • No. Days: This number of days enables to compute the due date for the holdbacks associated with the company.
DMF

090177 ADMINISTRATOR SETUP BATCH UPDATE DIVISION

090178 ADMINISTRATOR SETUP BATCH UPDATE ENTITY

090179 ADMINISTRATOR SETUP BATCH UPDATE COMPANIES

Prerequisite: Custom data must be created (see Custom data).

Custom data can be modified on multiple objects or third parties at once.

1 Start a search and select the results to modify.
2 Right-click on the selection and click on Edit custom data.

The Modify custom data window opens.

3 Check the custom data to modify and enter the new value for each checked element.
4 Click on Validate.

Custom data are modified in the selected management objects.