Initial organization setup - Revision history

Wikiadmin: Replaced content with "{{BackTo|General Setup}} === Introduction === {{ManualDoc:FDE2329ABCAA84D5F99B59043CFFFE454}} {{BackTo|General Setup}} Category:User_Guide Category:Generated Doc"

2022-03-08T02:53:07Z

Replaced content with "{{BackTo|General Setup}} === Introduction === {{ManualDoc:FDE2329ABCAA84D5F99B59043CFFFE454}} {{BackTo|General Setup}} Category:User_Guide Category:Generated Doc"

Wikiadmin: /* Initial Organization Setup */

2018-11-16T08:05:19Z

‎Initial Organization Setup

Wikiadmin: /* Initial Organization Setup */

2018-11-16T08:03:58Z

‎Initial Organization Setup

Wikiadmin: /* Initial Organization Setup */

2018-11-16T08:02:04Z

‎Initial Organization Setup

Wikiadmin: /* Initial Organization Setup */

2018-11-16T07:54:05Z

‎Initial Organization Setup

Wikiadmin: /* Initial Organization Setup */

2018-11-16T07:53:30Z

‎Initial Organization Setup

Wikiadmin: /* Initial Organization Setup */

2018-11-16T07:51:24Z

‎Initial Organization Setup

Wikiadmin: /* Initial Organization Setup */

2018-11-16T07:49:45Z

‎Initial Organization Setup

Wikiadmin: /* Initial Organization Setup */

2018-11-16T07:48:28Z

‎Initial Organization Setup

Wikiadmin: /* Initial Organization Setup */

2018-11-16T07:43:30Z

‎Initial Organization Setup

@@ Line 77: / Line 77: @@
 * There is a checkbox named "Include Accounting" which allows to select for an organization:
 ** an accounting csv file in the field "Accounting File"
-** or a Chart of Accounts module reference data in the section "Reference Data". Reference data coming from extensions modules is master data such as Taxes, Chart of Accounts, etc to be applied from the already installed modules.
+** or a Chart of Accounts module reference data in the section "Reference Data". Reference data coming from extensions modules is master data such as Taxes, Chart of Accounts, etc to be applied from the already installed modules.<br />
 : This action creates:
 ** a General Ledger configuration which is automatically linked to the Organization being created and

@@ Line 78: / Line 78: @@
 ** an accounting csv file in the field "Accounting File"
 ** or a Chart of Accounts module reference data in the section "Reference Data". Reference data coming from extensions modules is master data such as Taxes, Chart of Accounts, etc to be applied from the already installed modules.
-: This action creates: <br />a General Ledger configuration which is automatically linked to the Organization being created and an Account Tree or Chart of Accounts which is also linked to the Organization being created<br />This step does not create a Fiscal Calendar as the Initial Client Setup process does, because Fiscal Calendars needs to be created ad hoc for the "Legal with Accounting" Organizations for which "Allow Period Control" feature is going to be enabled. <br />Note that this step does not imply to manage accounting within an organization but just to include an accounting file or an accounting reference data in an organization. <br />Accounting management relies on the organization type being created.<br />It is not mandatory to select "Include Accounting" checkbox while creating a legal entity with accounting organization for instance because:
+: This action creates:
 ** a legal entity with accounting can inherit the client chart of accounts
 ** or later on both the Chart of Accounts and the General Ledger configuration can be created manually and be linked to the organization.

@@ Line 78: / Line 78: @@
 ** an accounting csv file in the field "Accounting File"
 ** or a Chart of Accounts module reference data in the section "Reference Data". Reference data coming from extensions modules is master data such as Taxes, Chart of Accounts, etc to be applied from the already installed modules.
-<br>This action creates: <br />a General Ledger configuration which is automatically linked to the Organization being created and an Account Tree or Chart of Accounts which is also linked to the Organization being created<br />This step does not create a Fiscal Calendar as the Initial Client Setup process does, because Fiscal Calendars needs to be created ad hoc for the "Legal with Accounting" Organizations for which "Allow Period Control" feature is going to be enabled. <br />Note that this step does not imply to manage accounting within an organization but just to include an accounting file or an accounting reference data in an organization. <br />Accounting management relies on the organization type being created.<br />It is not mandatory to select "Include Accounting" checkbox while creating a legal entity with accounting organization for instance because:
+: This action creates: <br />a General Ledger configuration which is automatically linked to the Organization being created and an Account Tree or Chart of Accounts which is also linked to the Organization being created<br />This step does not create a Fiscal Calendar as the Initial Client Setup process does, because Fiscal Calendars needs to be created ad hoc for the "Legal with Accounting" Organizations for which "Allow Period Control" feature is going to be enabled. <br />Note that this step does not imply to manage accounting within an organization but just to include an accounting file or an accounting reference data in an organization. <br />Accounting management relies on the organization type being created.<br />It is not mandatory to select "Include Accounting" checkbox while creating a legal entity with accounting organization for instance because:
 ** a legal entity with accounting can inherit the client chart of accounts
 ** or later on both the Chart of Accounts and the General Ledger configuration can be created manually and be linked to the organization.

@@ Line 78: / Line 78: @@
 ** an accounting csv file in the field "Accounting File"
 ** or a Chart of Accounts module reference data in the section "Reference Data". Reference data coming from extensions modules is master data such as Taxes, Chart of Accounts, etc to be applied from the already installed modules.
-<br />This action creates: <br />a General Ledger configuration which is automatically linked to the Organization being created and an Account Tree or Chart of Accounts which is also linked to the Organization being created<br />This step does not create a Fiscal Calendar as the Initial Client Setup process does, because Fiscal Calendars needs to be created ad hoc for the "Legal with Accounting" Organizations for which "Allow Period Control" feature is going to be enabled. <br />Note that this step does not imply to manage accounting within an organization but just to include an accounting file or an accounting reference data in an organization. <br />Accounting management relies on the organization type being created.<br />It is not mandatory to select "Include Accounting" checkbox while creating a legal entity with accounting organization for instance because:
+<br>This action creates: <br />a General Ledger configuration which is automatically linked to the Organization being created and an Account Tree or Chart of Accounts which is also linked to the Organization being created<br />This step does not create a Fiscal Calendar as the Initial Client Setup process does, because Fiscal Calendars needs to be created ad hoc for the "Legal with Accounting" Organizations for which "Allow Period Control" feature is going to be enabled. <br />Note that this step does not imply to manage accounting within an organization but just to include an accounting file or an accounting reference data in an organization. <br />Accounting management relies on the organization type being created.<br />It is not mandatory to select "Include Accounting" checkbox while creating a legal entity with accounting organization for instance because:
 ** a legal entity with accounting can inherit the client chart of accounts
 ** or later on both the Chart of Accounts and the General Ledger configuration can be created manually and be linked to the organization.

@@ Line 77: / Line 77: @@
 * There is a checkbox named "Include Accounting" which allows to select for an organization:
 ** an accounting csv file in the field "Accounting File"
-** or a Chart of Accounts module reference data in the section "Reference Data". Reference data coming from extensions modules is master data such as Taxes, Chart of Accounts, etc to be applied from the already installed modules. <br />This action creates: <br />a General Ledger configuration which is automatically linked to the Organization being created and an Account Tree or Chart of Accounts which is also linked to the Organization being created<br />This step does not create a Fiscal Calendar as the Initial Client Setup process does, because Fiscal Calendars needs to be created ad hoc for the "Legal with Accounting" Organizations for which "Allow Period Control" feature is going to be enabled. <br />Note that this step does not imply to manage accounting within an organization but just to include an accounting file or an accounting reference data in an organization. <br />Accounting management relies on the organization type being created.<br />It is not mandatory to select "Include Accounting" checkbox while creating a legal entity with accounting organization for instance because:
+** or a Chart of Accounts module reference data in the section "Reference Data". Reference data coming from extensions modules is master data such as Taxes, Chart of Accounts, etc to be applied from the already installed modules.
 ** a legal entity with accounting can inherit the client chart of accounts
 ** or later on both the Chart of Accounts and the General Ledger configuration can be created manually and be linked to the organization.

@@ Line 1: / Line 1: @@
 {{BackTo|General Setup}}
-== Introduction ==
+=== Introduction ===
 {{BackTo|General Setup}}
-[[Category:User_Guide]]
+[[Category:User_Guide]] [[Category:Generated Doc]]