Fastbase Accounting System - Online Manual

Steps involved in creating a new company within an existing database

Entered Fri, 10 Mar 2006 16:49 by James Thambuswamy
Updated Mon, 13 Mar 2006 10:27
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1.
Log into an existing company in the database
Go to Utilities - Companies - New
Enter details for the new company.

2.
Go to Utilities - Users
Select the required users and check if they can log into the new company.

3.
Log into the new company
Go to Utilities - Modules and exit.
Go to Utilities - Transaction Definitions and exit.
Go to Utilities - Transaction Numbering and exit.

4.
Go to Utilities - Branches - New
Enter details for the new branch. Set the Branch ID and Name to something appropriate.

5.
Log into the existing company
Go to Utilities - Data Maintenance - Copy Layouts
Set the Destination to the new company. Click on Copy.

6.
Log into the existing company
Go to Utilities - Data Maintenance - Copy Accounts
Select each module as required (Eg, AR)
Set the Destination to the new company. Click on Copy.