The following guides details the required for a new company in Safe Financials.
From the Safe Financials Toolbar
System Setup
Select Company Details.
Right Mouse Click and Select Setup Company.
Park in the field Target Company and manually enter the new code to use for the new company.
In the Copy What section select the tables to copy to the new company by setting the drop-down menu to Yes.
Set Company Configuration Tables to Yes to copy all parameters from within Company Details.
The Thread Settings dropdown should be set to No (Unless using thread settings in which case set to Company)
Click the Load button when happy with the options selected (Note: this will create the new company straight away, there is no confirmation)
Click Cancel to return to the previous screen.
The new company will be created, show in the Company List and given the name Name not yet entered.
Please ensure to double check all setup items before entering transactional data.
For your information…
It is recommended that user security is only copied once the company has been created so this function is returned to, and the only user set up is copied to the new company.
Handy to know…
Safe Financials does have a function to remove unwanted companies, this function is chargeable and will only be used by companies not having any transactional data.
Set Up and Checks Required Following Company Creation
From the System Admin Toolbar, click the Setup icon.
Select Company Details - All tabs must be gone through checked and fields populated. Some Sites prefer a different colour for different companies.
Document Distribution Defaults will not be populated for e-mail distribution of certain document types.
Path Names will not be defined.
System Admin toolbar > User Set Up Icon - User Properties will not be copied such as POP and authorisation values.
System Admin toolbar > Printer Set up - Stationary Groups check the Address Details are correct.
System Admin toolbar > Scheduler > Task Scheduler - Tasks will need to be added to the required processes to run
System Admin toolbar > External Interfaces - External Interface Controls will need to be defined if required.
Cash Manager toolbar > Cash Manager - Cash Manager Accounts will not be created it is strongly recommended that these are created and populated in company details.
Nominal Ledger toolbar > Trading Partners - Supplier and Customer details are not copied these will have to be either created manually or imported.