Difference between revisions of "New company in Marathon/sv"
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| + | == New company == |
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| + | Register the company in System | Base registers | Companies. |
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| + | Press New and enter the following information in the General tab. |
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| − | = Upplägg av nytt företag = |
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| + | * Code |
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| + | * Name |
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| + | * Organisation number |
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| + | * Status |
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| + | 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. |
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| + | === Bookkeeping === |
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| + | 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. |
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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. |
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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. |
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| + | ====Opening balance==== |
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| − | Lägg upp företaget under Basregister/Allmänt/Företag |
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| + | Contact KASE if you need to enter opening balance. |
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| + | ===Sales ledger=== |
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| − | Välj Ny och ange nedanstående under flik Allmänt. |
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| + | Set parameters in Accounting | Backoffice | Base registers, Sales ledger tab | Parameters. |
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| + | ===Purchase ledger=== |
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| + | Set parameters in Accounting | Backoffice | Base registers, Purchase ledger tab | Parameters. |
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| + | ===Project accounting=== |
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| + | Set parameters in Projects | Backoffice | Base registers | Parameters |
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| + | Register the calendar for time reporting in the parameters under Calendar. |
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| + | Register employees in the parameters under Employees. |
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| + | Contact KASE if the following registers from any of your other companies need to be copied; otherwise, enter them yourself. |
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| + | • Groups |
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| + | • Job types |
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| + | • Client categories |
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| + | • Fees-, purchases- and other categories |
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| + | • Fees-, purchases- and other codes |
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| + | Register your employees. |
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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. |
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| + | Contact KASE regarding which print templates the company needs and whether they should look a certain way. |
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| + | Contact KASE if the company shall have the media module. |
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| ⚫ | |||
| − | * Kod |
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| ⚫ | |||
| − | * Namn |
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| − | * Organisationsnummer |
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| − | |||
| − | Under flik Delsystem markeras vilka delsystem som företaget ska använda. |
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| − | Under flik BOK anges start och stop för första bokföringsåret samt Momskod. |
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| − | |||
| − | Spara |
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| − | |||
| − | == Bokföringen == |
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| − | |||
| − | Ställ in parametrar i Basregister/Bok/Parametrar |
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| − | |||
| − | Registrera kontoplan i Basregister/Bok/Kontot. Kontoplan kan också kopieras från annat bolag, det görs under Ekonomi/Kopiera kontoplan. |
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| − | Man kan också använda sig av så kallad central kontoplan. Då kopplar man företaget mot ett annat företags kontoplan. Det görs under Basregister/BOK/Parametrar ”Företag för central kontoplan”. |
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| − | Om parametern ”Dimensioner ej centralt” ej kryssas i kommer man även ha samma kostnadsställen och kostnadsbärare. Tänk på att alla man då ändrar avseende konton, kostnadsställen och kostnadsbärare ändras i alla företag som delar kontoplan |
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| − | |||
| − | Kontakta Kalin Setterberg om ingående balans ska läggas in. |
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| − | |||
| − | == Kundreskontra == |
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| − | |||
| − | Ställ in parametrar i Basregister/KUN/Parametrar |
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| − | |||
| − | == Leverantörsreskontra == |
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| − | |||
| − | Ställ in parametrar i Basregister/Lev/Parametrar |
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| − | |||
| − | == Projektredovisning == |
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| − | |||
| − | Ställ in parametrarna i Basregister/PRO/Parametrar |
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| − | |||
| − | Registrera in medarbetarna i Basregister/Pro/Medarbetare. Ange lösenord 123456 vid uppdateringen |
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| − | Kontakta Kalin Setterberg om du vill att vi kopierar följande register från något av dina andra företag. I annat fall msåte de läggas upp i Basregister/PRO: |
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| − | |||
| − | * Grupper |
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| − | * Arbetstyper |
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| − | * Kundkategorier |
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| − | * Arvodes-, inköps- och övrigtkategorier |
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| − | * Arvodes-, inköps- och övrigtkoder |
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| − | Under Basregister/Allmänt/Företagsspecifika parametrar flik E-dokument läggs företagsuppgifter upp. Dessa kan sedan hämtas upp i fakturamall mm. Kontakta Kalin Setterberg angående vilka utskriftsmallar företaget behöver och om de ska se ut på något speciellt sätt. |
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| − | |||
| ⚫ | |||
| − | |||
| − | Kontakta Kalin Setterberg om företaget ska ha media. |
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| − | |||
| ⚫ | |||
| ⚫ | |||
[[Category: Manuals]] |
[[Category: Manuals]] |
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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.
