Generally

Under the administration tool's main menu Organisation and its underlying menu Companies, the companies that are part of the organization are administered. Here you can:

• Change information on existing companies
• Add new companies
• Finish company
• Copy company

Definition of the term Company:

A company in the system refers to a legal entity, ie. company with its own organization number.

An installation for a customer can thus consist of one or more legal units within the customer's organization.

Manage companies

To change, create new, finish, and copy companies, use the Manage button on the main window.

The following form opens:

The form has four tabs for each function as follows:

Change company

Used to change information on an existing company. Select the company you want to administer in the Select company list, fill in the information you want to change, and then press Save.

Create a company

Used to set up a new legal entity. When creating a new company, the following information must be provided:

• Company name: The name of the legal entity, often consists of an abbreviation of the entire company name.
• Description: The legal entity's description in plain text, ie. the full company name.
• Company designation in the finance system: The name of the company used in the integrated business / financial system is stated here.
• Currency register: Select the currency register used by the company. Read more about this in the chapter Currency register

The following fields are optional:

• OrgNo
• Tax no
• EAN code
• Orderconfiguration
• Email address Capture Note! This field should contain the same email address that is configured in Medius Capture.
• Copy information from selected company: When creating a new legal entity, you can choose to base this on information from another legal entity. Used appropriately when there are several companies that use the same basic information to simplify administration.

To copy information from an existing legal entity when creating a new company:

1. Select the Copy information from selected company check box
2. Select in the drop-down list which legal entity the information is to be copied from.
3. Then select which information to copy
   • All, means that all information is copied, when selecting this option, other options are disabled.
   • The other options can be selected individually or several in combination.
4. Then click Save to create the new company based on the selected existing company's information.
   
   

Finish company

Used to close a previously created legal entity. Closing a company means that the company is deactivated and hidden in all lists / choices made in the system and that it is closed for further use and import of new invoices. It is also not possible to search for invoices in a closed company. A finished company can be reactivated if necessary.

To finish a company:

1. In the drop-down list Select company to finish... select which company to close.
2. Click the Finish button.
   
   

Copy company

The function is used to copy settings from an existing legal entity to another legal entity after the new company has been created. This can also be done directly in connection with the creation of a new company.

The action cannot be done so that copying takes place to an existing legal entity where invoices have already been imported and processed.

To copy a company's settings and information to another company:

1. Select in the drop-down list which legal entity the information is to be copied from.
2. Then select which information to copy
   • All, means that all information is copied, when selecting this option, other options are disabled.
   • The other options can be selected individually or several in combination.
3. Select to which company the information is to be copied
4. Then click Copy to perform the copy.
   
   

View existing companies

Under the menu option Organisation - Companies, all companies in the installation are listed.

To view the companies, you must first click View.

When the list is filled with companies, sorting can be done in ascending and descending order by clicking on the respective heading.

By clicking on one of the companies, an overview is shown of which roles are linked to the company. Select one of the roles and the box to the right shows which users are linked to the current role.

Select the Users / Roles tab and you can easily see which roles are linked to each user