New company in Marathon

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.