Difference between revisions of "New company in Marathon"
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| − | == New company == |
+ | == New company == <!--T:23--> |
Register the company in System | Base registers | Companies. |
Register the company in System | Base registers | Companies. |
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Under the Subsystems tab, select the subsystems that the company will use. |
Under the Subsystems tab, select the subsystems that the company will use. |
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Under the GL tab, enter the start and end dates for the first accounting year and the VAT code. |
Under the GL tab, enter the start and end dates for the first accounting year and the VAT code. |
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| − | Bookkeeping |
+ | === Bookkeeping === <!--T:24--> |
Set parameters in Accounting | Backoffice | Base registers, Accounting tab | Parameters. |
Set parameters in Accounting | Backoffice | Base registers, Accounting tab | Parameters. |
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Register the chart of accounts in Accounting | Backoffice | Base registers, Accounting tab | Accounts. The chart of accounts can also be copied from another company here. |
Register the chart of accounts in Accounting | Backoffice | Base registers, Accounting tab | Accounts. The chart of accounts can also be copied from another company here. |
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The company can also use a so-called global chart of accounts. In this case, the company is linked to another company's chart of accounts. This is done under the accounting parameters in the Other tab Company for global chart of accounts. |
The company can also use a so-called global chart of accounts. In this case, the company is linked to another company's chart of accounts. This is done under the accounting parameters in the Other tab Company for global chart of accounts. |
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If the parameter ‘Dimensions not global is not checked, the cost centres and cost objects will also be the same. All changes regarding accounts, cost centres and cost objects are changed in all companies that share the chart of accounts. |
If the parameter ‘Dimensions not global is not checked, the cost centres and cost objects will also be the same. All changes regarding accounts, cost centres and cost objects are changed in all companies that share the chart of accounts. |
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| − | Opening balance |
+ | ====Opening balance==== <!--T:25--> |
| − | Contact KASE if you need to enter opening balance. |
+ | Contact KASE if you need to enter opening balance. |
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| + | |||
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Set parameters in Accounting | Backoffice | Base registers, Sales ledger tab | Parameters. |
Set parameters in Accounting | Backoffice | Base registers, Sales ledger tab | Parameters. |
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| − | Purchase ledger |
+ | ===Purchase ledger=== |
Set parameters in Accounting | Backoffice | Base registers, Purchase ledger tab | Parameters. |
Set parameters in Accounting | Backoffice | Base registers, Purchase ledger tab | Parameters. |
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| − | Project accounting |
+ | ===Project accounting=== |
Set parameters in Projects | Backoffice | Base registers | Parameters |
Set parameters in Projects | Backoffice | Base registers | Parameters |
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Register the calendar for time reporting in the parameters under Calendar. |
Register the calendar for time reporting in the parameters under Calendar. |
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Company details are entered under System | Base registers | Company-specific parameters, tab E-documents. These can then be retrieved in invoice templates, etc. |
Company details are entered under System | Base registers | Company-specific parameters, tab E-documents. These can then be retrieved in invoice templates, etc. |
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Contact KASE regarding which print templates the company needs and whether they should look a certain way. |
Contact KASE regarding which print templates the company needs and whether they should look a certain way. |
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| − | Media |
+ | ===Media=== |
Contact KASE if the company shall have the media module. |
Contact KASE if the company shall have the media module. |
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| + | |||
| + | <!--T:27--> |
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| + | [[Category: GEN-NEC-EN]] |
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| + | [[Category: General]] |
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| + | [[Category: Manuals]] |
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Latest revision as of 08:48, 11 February 2026
Contents
New company
Register the company in System | Base registers | Companies.
Press New and enter the following information in the General tab.
- Code
- Name
- Organisation number
- Status
Under the Subsystems tab, select the subsystems that the company will use. Under the GL tab, enter the start and end dates for the first accounting year and the VAT code.
Bookkeeping
Set parameters in Accounting | Backoffice | Base registers, Accounting tab | Parameters. Register the chart of accounts in Accounting | Backoffice | Base registers, Accounting tab | Accounts. The chart of accounts can also be copied from another company here. The company can also use a so-called global chart of accounts. In this case, the company is linked to another company's chart of accounts. This is done under the accounting parameters in the Other tab Company for global chart of accounts. If the parameter ‘Dimensions not global is not checked, the cost centres and cost objects will also be the same. All changes regarding accounts, cost centres and cost objects are changed in all companies that share the chart of accounts.
Opening balance
Contact KASE if you need to enter opening balance.
Sales ledger
Set parameters in Accounting | Backoffice | Base registers, Sales ledger tab | Parameters.
Purchase ledger
Set parameters in Accounting | Backoffice | Base registers, Purchase ledger tab | Parameters.
Project accounting
Set parameters in Projects | Backoffice | Base registers | Parameters Register the calendar for time reporting in the parameters under Calendar. Register employees in the parameters under Employees. Contact KASE if the following registers from any of your other companies need to be copied; otherwise, enter them yourself. • Groups • Job types • Client categories • Fees-, purchases- and other categories • Fees-, purchases- and other codes Register your employees. Company details are entered under System | Base registers | Company-specific parameters, tab E-documents. These can then be retrieved in invoice templates, etc. Contact KASE regarding which print templates the company needs and whether they should look a certain way.
Media
Contact KASE if the company shall have the media module.
