Difference between revisions of "New company in Marathon"
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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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| − | = Set up a new company in Marathon = <!--T:1--> |
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| − | |||
| − | <!--T:2--> |
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| − | Create the company in Base registers/General/Companies. |
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| − | |||
| − | <!--T:3--> |
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| − | Press NEW and enter below information in the tab general: |
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| − | |||
| − | <!--T:4--> |
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* Code |
* Code |
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| − | * Name |
+ | * Name |
| − | * Organisation number |
+ | * Organisation number |
| + | * Status |
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| − | |||
| + | Under the Subsystems tab, select the subsystems that the company will use. |
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| − | <!--T:5--> |
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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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| − | Select modules that the new company is going to use in the tab MODULE. |
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| + | Bookkeeping |
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| − | Enter start and end for the first accounting year, and a VAT code in the tab G/L. |
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| + | Set parameters in Accounting | Backoffice | Base registers, Accounting tab | Parameters. |
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| − | SAVE. |
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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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| − | == The bookkeeping == <!--T:6--> |
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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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| − | <!--T:7--> |
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| + | Contact KASE if you need to enter opening balance. |
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| − | Set parameters in Base registers/GL/Parameters |
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| + | Sales ledger |
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| − | |||
| + | Set parameters in Accounting | Backoffice | Base registers, Sales ledger tab | Parameters. |
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| − | <!--T:8--> |
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| + | Purchase ledger |
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| − | Register chart of accounts in Base registers/GL/Accounts. You can also copy a chart of accounts from another company in Accounting: Copy chart of accounts. |
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| + | Set parameters in Accounting | Backoffice | Base registers, Purchase ledger tab | Parameters. |
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| − | You can also use a global chart of accounts. That means that you connect your chart of accounts with a chart of another company. That is done in Base registers/GL/Parameters: ”Company for global chart of accounts”. |
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| + | Project accounting |
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| − | If the parameter ”Dimensions, not global” not is selected, also the cost centres and -objects will be the same. Keep in mind, that every change on accounts, cost centres and -objects will also be changed in all companies sharing the global chart of account. |
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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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| − | <!--T:9--> |
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| + | Register employees in the parameters under Employees. |
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| − | Contact Kalin Setterberg for entering opening balance. |
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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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| − | == Sales ledger/Accounts receivable == <!--T:10--> |
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| + | • Job types |
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| − | |||
| + | • Client categories |
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| − | <!--T:11--> |
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| + | • Fees-, purchases- and other categories |
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| − | Set parameters in Base registers/SL/Parameters. |
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| + | • Fees-, purchases- and other codes |
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| − | |||
| + | Register your employees. |
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| − | == Purchase ledger/Accounts payable == <!--T:12--> |
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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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| − | <!--T:13--> |
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| + | Media |
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| − | Set parameters in Base registers/PL/Parameters. |
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| + | Contact KASE if the company shall have the media module. |
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| − | |||
| − | == Project accounting == <!--T:14--> |
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| − | |||
| − | <!--T:15--> |
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| − | Set parameters in Base registers/PRO/Parameters. |
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| − | |||
| − | <!--T:16--> |
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| − | Register a calendar for time reporting in Base registers/PRO/Calendar. |
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| − | Register the employees in base register/PRO/Employee. Set password to 123456 when updating. |
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| − | |||
| − | <!--T:17--> |
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| − | Contact Kalin Setterberg if you want us to copy the following registers from your other companies, otherwise you must register them yourself in Base registers/PRO: |
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| − | |||
| − | <!--T:18--> |
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| − | * Groups |
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| − | * Job types |
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| − | * Client categories |
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| − | * Fee-, purchase-, and other categories |
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| − | * Fee-, purchase-, and other codes |
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| − | |||
| − | <!--T:19--> |
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| − | Company information is entered in Base registers/General/Company specific parameters, tab E-documents. These can be used in invoice templates etc. Contact Kalin Setterberg regarding printout templates that the company needs and if you want a special layout on them. |
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| − | |||
| − | == Media == <!--T:20--> |
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| − | |||
| − | <!--T:21--> |
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| − | Contact Kalin Setterberg if your company is going to use the media module. |
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| − | |||
| − | <!--T:22--> |
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| − | [[Category: BAS-NY-EN]] |
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| − | [[Category: Manuals]] |
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| − | [[Category: System]] |
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| − | |||
| − | |||
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Revision as of 10:45, 10 February 2026
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.
