Setting up a new company in existing/new database - Revision history

Arvind: /* Setting up a new company in an existing database */

2024-04-15T11:30:58Z

Setting up a new company in an existing database

← Older revision		Revision as of 11:30, 15 April 2024
Line 82:		Line 82:
	#*Specify a single letter prefix for the company, which is used for invoice numbering. A single alphabetical prefix is always preferred as it saves time for users when keying in document numbers.		#*Specify a single letter prefix for the company, which is used for invoice numbering. A single alphabetical prefix is always preferred as it saves time for users when keying in document numbers.
	#*The database will have to be converted to allow invoice numbering per company, if invoice numbering per company is set to 'No' in Media/Job Configuration file and data has already been entered into NEOSYS. (Refer to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).		#*The database will have to be converted to allow invoice numbering per company, if invoice numbering per company is set to 'No' in Media/Job Configuration file and data has already been entered into NEOSYS. (Refer to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).
	#*Enter the exchange gain, exchange loss and conversion account numbers.		#*Enter the exchange gain, exchange loss and inter-currency conversion account numbers.
	#*Enter payment instructions specific to this company and it will appear on all invoices for this company. (Refer to [[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Payment_Instructions\| Configuring Payment Instructions]] for instructions on how to set up payment instructions).		#*Enter payment instructions specific to this company and it will appear on all invoices for this company. (Refer to [[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Payment_Instructions\| Configuring Payment Instructions]] for instructions on how to set up payment instructions).
	#*If you need inter-company entries to be made then follow the instructions in [[How_to_setup_inter_company_accounts_and_do_inter_company_postings\| How to setup intercompany accounts]] and do intercompany postings		#*If you need inter-company entries to be made then follow the instructions in [[How_to_setup_inter_company_accounts_and_do_inter_company_postings\| How to setup intercompany accounts]] and do intercompany postings

Arvind: /* Setting up a new company in existing/new database */

2023-05-26T06:34:07Z

Setting up a new company in existing/new database

← Older revision		Revision as of 06:34, 26 May 2023
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	8. Invoice Numbering:		8. Invoice Numbering:
	-Prefix for the new company (usually one letter)		-Prefix for the new company (usually one letter)
	-The numbering pattern for the following documents. We recommend starting all the numbers at DIFFERENT points to make it easier to know what document somebody is talking about when they only give you a number. Please confirm if the below numbering pattern is okay to be used. ~~( Refer to Principles of Document numbering in NEOSYS:-<br> http://userwiki.neosys.com/index.php/Setting_up_and_Configuring_NEOSYS_Agency_System#Principles_of_Document_Numbering_in_NEOSYS )~~		-The numbering pattern for the following documents. We recommend starting all the numbers at DIFFERENT points to make it easier to know what document somebody is talking about when they only give you a number. Please confirm if the below numbering pattern is okay to be used.

	Media module		Media module
Line 47:		Line 47:
	Starting Estimate Number: 25000		Starting Estimate Number: 25000
	Starting Job Invoice Number: 40000		Starting Job Invoice Number: 40000

			( Refer to Principles of Document numbering in NEOSYS:-<br> http://userwiki.neosys.com/index.php/Setting_up_and_Configuring_NEOSYS_Agency_System#Principles_of_Document_Numbering_in_NEOSYS )

	9. Timesheet module:		9. Timesheet module:
	- Timesheet Administrators:		- Timesheet Administrators:

Arvind at 06:48, 9 January 2023

2023-01-09T06:48:33Z

← Older revision		Revision as of 06:48, 9 January 2023
Line 41:		Line 41:
	Media module		Media module
	Starting Schedule Number: 1000		Starting Schedule Number: 1000
	Starting Media Invoice Number: ~~70000~~		Starting Media Invoice Number: 20000
	Job module		Job module
	Starting Job Number: 5000		Starting Job Number: 5000
	Starting Purchase Order Number: 15000		Starting Purchase Order Number: 15000
	Starting Estimate Number: 25000		Starting Estimate Number: 25000
	Starting Job Invoice Number: ~~90000~~		Starting Job Invoice Number: 40000
	9. Timesheet module:		9. Timesheet module:
	- Timesheet Administrators:		- Timesheet Administrators:

Arvind: /* Setting up a new company in existing/new database */

2018-12-25T13:17:03Z

Setting up a new company in existing/new database

← Older revision		Revision as of 13:17, 25 December 2018
Line 12:		Line 12:
	1. Letterhead:		1. Letterhead:
	-Exact company name to appear on invoices etc		-Exact company name to appear on invoices etc
	-Tax registration number (If UAE/KSA company)		-Tax registration number (If UAE/KSA/Bahrain company)
	-Address for letterhead		-Address for letterhead
	-Logo{{Letterhead Logo Format}}		-Logo{{Letterhead Logo Format}}

Arvind: /* Setting up a new company in an existing database */

2018-04-03T06:43:01Z

Setting up a new company in an existing database

← Older revision		Revision as of 06:43, 3 April 2018
Line 76:		Line 76:
	#Create a new company in the [[Company_File\| Company File]] by specifying the required details.		#Create a new company in the [[Company_File\| Company File]] by specifying the required details.
	#*The Financial Year Starts field MUST be set up correctly BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results. (Refer to [[Setting_up_and_Configuring_NEOSYS_Finance_System#Financial_year\| Setting up and Configuring NEOSYS Finance System]] for instructions on how to set up the start of Financial Year).		#*The Financial Year Starts field MUST be set up correctly BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results. (Refer to [[Setting_up_and_Configuring_NEOSYS_Finance_System#Financial_year\| Setting up and Configuring NEOSYS Finance System]] for instructions on how to set up the start of Financial Year).
	#*The company code must be a letter even if previous existing companies use a numeric company code. Specify a single letter prefix for the company, which is used for invoice numbering. A single alphabetical prefix is always preferred as it saves time for users when keying in document numbers.		#*The company code must be a letter even if previous existing companies use a numeric company code.
			#*Specify a single letter prefix for the company, which is used for invoice numbering. A single alphabetical prefix is always preferred as it saves time for users when keying in document numbers.
	#*The database will have to be converted to allow invoice numbering per company, if invoice numbering per company is set to 'No' in Media/Job Configuration file and data has already been entered into NEOSYS. (Refer to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).		#*The database will have to be converted to allow invoice numbering per company, if invoice numbering per company is set to 'No' in Media/Job Configuration file and data has already been entered into NEOSYS. (Refer to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).
	#*Enter the exchange gain, exchange loss and conversion account numbers.		#*Enter the exchange gain, exchange loss and conversion account numbers.

Arvind: /* Setting up a new company in an existing database */

2018-04-03T06:41:51Z

Setting up a new company in an existing database

← Older revision		Revision as of 06:41, 3 April 2018
Line 77:		Line 77:
	#*The Financial Year Starts field MUST be set up correctly BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results. (Refer to [[Setting_up_and_Configuring_NEOSYS_Finance_System#Financial_year\| Setting up and Configuring NEOSYS Finance System]] for instructions on how to set up the start of Financial Year).		#*The Financial Year Starts field MUST be set up correctly BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results. (Refer to [[Setting_up_and_Configuring_NEOSYS_Finance_System#Financial_year\| Setting up and Configuring NEOSYS Finance System]] for instructions on how to set up the start of Financial Year).
	#*The company code must be a letter even if previous existing companies use a numeric company code. Specify a single letter prefix for the company, which is used for invoice numbering. A single alphabetical prefix is always preferred as it saves time for users when keying in document numbers.		#*The company code must be a letter even if previous existing companies use a numeric company code. Specify a single letter prefix for the company, which is used for invoice numbering. A single alphabetical prefix is always preferred as it saves time for users when keying in document numbers.
	#*The database will have to be converted to allow invoice numbering per company if invoice numbering per company is set ~~up as~~ 'No' in Media/Job Configuration file and ~~invoices have~~ already been ~~issued~~. (Refer to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).		#*The database will have to be converted to allow invoice numbering per company, if invoice numbering per company is set to 'No' in Media/Job Configuration file and data has already been entered into NEOSYS. (Refer to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).
	#*Enter the exchange gain, exchange loss and conversion account numbers.		#*Enter the exchange gain, exchange loss and conversion account numbers.
	#*Enter payment instructions specific to this company and it will appear on all invoices for this company. (Refer to [[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Payment_Instructions\| Configuring Payment Instructions]] for instructions on how to set up payment instructions).		#*Enter payment instructions specific to this company and it will appear on all invoices for this company. (Refer to [[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Payment_Instructions\| Configuring Payment Instructions]] for instructions on how to set up payment instructions).

Arvind: /* Setting up a new company in a new database */

2018-04-03T06:30:29Z

Setting up a new company in a new database

← Older revision		Revision as of 06:30, 3 April 2018
Line 94:		Line 94:
	#Configure base currency of the new database in the Company file		#Configure base currency of the new database in the Company file
	#[[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Client_Security_mark\| Configure Client Security Mark]]		#[[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Client_Security_mark\| Configure Client Security Mark]]
	#IP restrictions: Add the list of IP numbers from which NEOSYS can be accessed from in the System Configuration file and Authorisation file. Refer [~~http://userwiki.neosys.com/index.php/Using_NEOSYS_Generally~~#Access_restriction_by_IP_No.\| Access Restriction in NEOSYS]		#IP restrictions: Add the list of IP numbers from which NEOSYS can be accessed from in the System Configuration file and Authorisation file. Refer [[Authorisation_File#Access_restriction_by_IP_No.\| Access Restriction in NEOSYS]]
	#Backup email notification recipients and allowed domains in email addresses: Configure the list of people to receive email reports about the daily backup and list of allowed domains for user's email addresses in System Configuration file.		#Backup email notification recipients and allowed domains in email addresses: Configure the list of people to receive email reports about the daily backup and list of allowed domains for user's email addresses in System Configuration file.

Joel: /* Setting up a new company in an existing database */

2018-04-03T06:13:45Z

Setting up a new company in an existing database

← Older revision		Revision as of 06:13, 3 April 2018
Line 76:		Line 76:
	#Create a new company in the [[Company_File\| Company File]] by specifying the required details.		#Create a new company in the [[Company_File\| Company File]] by specifying the required details.
	#*The Financial Year Starts field MUST be set up correctly BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results. (Refer to [[Setting_up_and_Configuring_NEOSYS_Finance_System#Financial_year\| Setting up and Configuring NEOSYS Finance System]] for instructions on how to set up the start of Financial Year).		#*The Financial Year Starts field MUST be set up correctly BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results. (Refer to [[Setting_up_and_Configuring_NEOSYS_Finance_System#Financial_year\| Setting up and Configuring NEOSYS Finance System]] for instructions on how to set up the start of Financial Year).
	#*The company code must be a letter even if previous existing companies use a numeric company code. Specify ~~an alphabetical~~ prefix to the company which is used for invoice numbering (~~refer~~ to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).		#*The company code must be a letter even if previous existing companies use a numeric company code. Specify a single letter prefix for the company, which is used for invoice numbering. A single alphabetical prefix is always preferred as it saves time for users when keying in document numbers.
			#*The database will have to be converted to allow invoice numbering per company if invoice numbering per company is set up as 'No' in Media/Job Configuration file and invoices have already been issued. (Refer to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).
	#*Enter the exchange gain, exchange loss and conversion account numbers.		#*Enter the exchange gain, exchange loss and conversion account numbers.
	#*Enter payment instructions specific to this company and it will appear on all invoices for this company. (~~refer~~ to [[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Payment_Instructions\| Configuring Payment Instructions]] for instructions on how to set up payment instructions).		#*Enter payment instructions specific to this company and it will appear on all invoices for this company. (Refer to [[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Payment_Instructions\| Configuring Payment Instructions]] for instructions on how to set up payment instructions).
	#*If you need inter-company entries to be made then follow the instructions in [[How_to_setup_inter_company_accounts_and_do_inter_company_postings\| How to setup intercompany accounts]] and do intercompany postings		#*If you need inter-company entries to be made then follow the instructions in [[How_to_setup_inter_company_accounts_and_do_inter_company_postings\| How to setup intercompany accounts]] and do intercompany postings
	#In the Chart of Accounts, lock the chart code BL (Cash and Bank Ledger) to the main company and create an additional Cash and Bank ledger for the new company. You can also create additional charts for Sales/Purchase/AR/AP/TC/TD and lock the existing ones to the earlier company. However, mostly these charts are shared between companies. In no instance will you unlock the Cash and Bank Ledger to be shared between the companies. Since you can have multiple subsidiary charts under one control account, you can operate a mixture of common accounts (i.e. across all companies) and private accounts for any particular company. Accounts may be moved between charts of the same control a/c to segregate the accounts into common or private charts, but this is possible only if moving from a company-specific chart to either an open chart or to a chart locked to the same company.		#In the Chart of Accounts, lock the chart code BL (Cash and Bank Ledger) to the main company and create an additional Cash and Bank ledger for the new company. You can also create additional charts for Sales/Purchase/AR/AP/TC/TD and lock the existing ones to the earlier company. However, mostly these charts are shared between companies. In no instance will you unlock the Cash and Bank Ledger to be shared between the companies. Since you can have multiple subsidiary charts under one control account, you can operate a mixture of common accounts (i.e. across all companies) and private accounts for any particular company. Accounts may be moved between charts of the same control a/c to segregate the accounts into common or private charts, but this is possible only if moving from a company-specific chart to either an open chart or to a chart locked to the same company.

Steve at 11:25, 25 February 2018

2018-02-25T11:25:04Z

← Older revision		Revision as of 11:25, 25 February 2018
Line 1:		Line 1:
	~~__FORCETOC__~~
	==Setting up a new company in existing/new database==		==Setting up a new company in existing/new database==

Arvind: /* Setting up a new company in an existing database */

2018-02-07T13:57:41Z

Setting up a new company in an existing database

← Older revision		Revision as of 13:57, 7 February 2018
Line 83:		Line 83:
	#In the Chart of Accounts, lock the chart code BL (Cash and Bank Ledger) to the main company and create an additional Cash and Bank ledger for the new company. You can also create additional charts for Sales/Purchase/AR/AP/TC/TD and lock the existing ones to the earlier company. However, mostly these charts are shared between companies. In no instance will you unlock the Cash and Bank Ledger to be shared between the companies. Since you can have multiple subsidiary charts under one control account, you can operate a mixture of common accounts (i.e. across all companies) and private accounts for any particular company. Accounts may be moved between charts of the same control a/c to segregate the accounts into common or private charts, but this is possible only if moving from a company-specific chart to either an open chart or to a chart locked to the same company.		#In the Chart of Accounts, lock the chart code BL (Cash and Bank Ledger) to the main company and create an additional Cash and Bank ledger for the new company. You can also create additional charts for Sales/Purchase/AR/AP/TC/TD and lock the existing ones to the earlier company. However, mostly these charts are shared between companies. In no instance will you unlock the Cash and Bank Ledger to be shared between the companies. Since you can have multiple subsidiary charts under one control account, you can operate a mixture of common accounts (i.e. across all companies) and private accounts for any particular company. Accounts may be moved between charts of the same control a/c to segregate the accounts into common or private charts, but this is possible only if moving from a company-specific chart to either an open chart or to a chart locked to the same company.
	#Journal Setup – Add any new private ledgers where necessary otherwise posting will be disallowed		#Journal Setup – Add any new private ledgers where necessary otherwise posting will be disallowed
	~~#Create New users for the Company in the Authorisation file. Assign appropriate access rights for the existing users for the new company.~~
	#Configure starting number for the new company under Media/Jobs>Invoice>Invoice Numbering (refer to [[Invoice_Numbering\|Invoice Numbering]]) and numbering pattern under the Media/Job config file.		#Configure starting number for the new company under Media/Jobs>Invoice>Invoice Numbering (refer to [[Invoice_Numbering\|Invoice Numbering]]) and numbering pattern under the Media/Job config file.
	#*The starting number should be consistent with the existing companies' document numbering.		#*The starting number should be consistent with the existing companies' document numbering.
	#*If the database is configured to show year in the Invoice number, then the starting number cannot be set as it will start from 1 each year.		#*If the database is configured to show year in the Invoice number, then the starting number cannot be set as it will start from 1 each year.
			#Create New users for the Company in the Authorisation file. Assign appropriate access rights for the existing users for the new company.

	=== Setting up a new company in a new database ===		=== Setting up a new company in a new database ===

← Older revision		Revision as of 06:13, 3 April 2018
Line 76:		Line 76:
	#Create a new company in the [[Company_File\| Company File]] by specifying the required details.		#Create a new company in the [[Company_File\| Company File]] by specifying the required details.
	#*The Financial Year Starts field MUST be set up correctly BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results. (Refer to [[Setting_up_and_Configuring_NEOSYS_Finance_System#Financial_year\| Setting up and Configuring NEOSYS Finance System]] for instructions on how to set up the start of Financial Year).		#*The Financial Year Starts field MUST be set up correctly BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results. (Refer to [[Setting_up_and_Configuring_NEOSYS_Finance_System#Financial_year\| Setting up and Configuring NEOSYS Finance System]] for instructions on how to set up the start of Financial Year).
	#*The company code must be a letter even if previous existing companies use a numeric company code. Specify ~~an alphabetical~~ prefix to the company which is used for invoice numbering (~~refer~~ to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).		#*The company code must be a letter even if previous existing companies use a numeric company code. Specify a single letter prefix for the company, which is used for invoice numbering. A single alphabetical prefix is always preferred as it saves time for users when keying in document numbers.
			#*The database will have to be converted to allow invoice numbering per company if invoice numbering per company is set up as 'No' in Media/Job Configuration file and invoices have already been issued. (Refer to [[Configuring_NEOSYS_Agency_System#Converting_database_to_.22invoice_numbering_per_company.22\|Converting database to "invoice numbering per company"]] for more details on configuring invoice numbering per company).
	#*Enter the exchange gain, exchange loss and conversion account numbers.		#*Enter the exchange gain, exchange loss and conversion account numbers.
	#*Enter payment instructions specific to this company and it will appear on all invoices for this company. (~~refer~~ to [[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Payment_Instructions\| Configuring Payment Instructions]] for instructions on how to set up payment instructions).		#*Enter payment instructions specific to this company and it will appear on all invoices for this company. (Refer to [[Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Payment_Instructions\| Configuring Payment Instructions]] for instructions on how to set up payment instructions).
	#*If you need inter-company entries to be made then follow the instructions in [[How_to_setup_inter_company_accounts_and_do_inter_company_postings\| How to setup intercompany accounts]] and do intercompany postings		#*If you need inter-company entries to be made then follow the instructions in [[How_to_setup_inter_company_accounts_and_do_inter_company_postings\| How to setup intercompany accounts]] and do intercompany postings
	#In the Chart of Accounts, lock the chart code BL (Cash and Bank Ledger) to the main company and create an additional Cash and Bank ledger for the new company. You can also create additional charts for Sales/Purchase/AR/AP/TC/TD and lock the existing ones to the earlier company. However, mostly these charts are shared between companies. In no instance will you unlock the Cash and Bank Ledger to be shared between the companies. Since you can have multiple subsidiary charts under one control account, you can operate a mixture of common accounts (i.e. across all companies) and private accounts for any particular company. Accounts may be moved between charts of the same control a/c to segregate the accounts into common or private charts, but this is possible only if moving from a company-specific chart to either an open chart or to a chart locked to the same company.		#In the Chart of Accounts, lock the chart code BL (Cash and Bank Ledger) to the main company and create an additional Cash and Bank ledger for the new company. You can also create additional charts for Sales/Purchase/AR/AP/TC/TD and lock the existing ones to the earlier company. However, mostly these charts are shared between companies. In no instance will you unlock the Cash and Bank Ledger to be shared between the companies. Since you can have multiple subsidiary charts under one control account, you can operate a mixture of common accounts (i.e. across all companies) and private accounts for any particular company. Accounts may be moved between charts of the same control a/c to segregate the accounts into common or private charts, but this is possible only if moving from a company-specific chart to either an open chart or to a chart locked to the same company.