The settings for the Organisation functional area are listed below.
Organisation > Quick company setup
Calls up the standard form for the quick organisation of the company.
Organisation > Active company
Selection lists: Calls up the standard form.
Company: Specify key details for your company.
Financial years: Calls up the standard form.
Business objects: Calls up the standard form.
Invoicing groups: Activate the feature and create invoicing groups.
Organisation chart: Calls up the standard form.
Exchange rates: Calls up the standard form.
Organisation > Banks and payment transactions
finAPI access: Calls up the standard form.
House banks: Calls up the standard form.
Account statement rules: Calls up the standard form.
Payment transactions: Settings for the behaviour of payment runs (transfers and direct debits)
Organisation > Document layout
Layout rules: Calls up the standard form.
Standard layout: Calls up the standard form.
Organisation > User-defined fields
Define formats, names and default values for user-defined fields.
Each call branches to the respective area.
Contacts
Tasks
Projects
Receipts
Time recording
Products and
dimension accounts
Organisation > E-Commerce
General: Calls up the standard form.
Accesses: Calls up the standard form.
Organisation > E-mail
Sender and server: Calls up the standard form.
Notifications: Calls up the standard form.
Company addresses: Calls up the standard form.
Personal addresses: Description follows, here you will find the previous form with the same content
Organisation > External connections
Creditreform: Description follows, here you will find the previous form with the same content
Communication services: Calls up the standard form.
External processing: Calls up the standard form.
Organisation > Project management
General: Description follows, here you will find the previous form with the same content
Project number ranges: Calls up the standard form.
Organisation > Invoice receipt book
Use the three separate calls to open one tab each of the invoice ledger settings.
Organisation > Travel costs and expenses
Edit the administrative settings or the rules for receipt processing
Rules for travel costs and expenses
Organisation > Keywords
Calls up the standard form for maintaining keywords.
Organisation > Languages and text modules
Languages and language-relevant settings can be found here
Languages
Translations
Organisation > Time recording
In the settings for time recording, you define mandatory fields and determine default values.