Settings > Society

Assign company
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Local currency
If amounts do not show a special currency identifier, they are always local currency amounts. Other currencies are referred to as foreign currency. All reports are output in local currency by default.

Group-wide master data maintenance
Specify whether the company is an eligible target company in the context of central master data management.

Activate allocation calculation
After activating the allocation calculation, you can work with allocation keys in the Controlling area.

Free G/L account area
Relevant for migration scenarios by our consultants. This may affect DATEV compatibility.

Free G/L account length
If the setting is inactive, the G/L account length of debtors and creditors is the same and corresponds to the G/L account length +1. This means that the accounts are DATEV-compatible.
When activated, customer and vendor accounts can be of different lengths and the distance to the G/L account length is free, but personal and G/L accounts do not overlap. Relevant for migration scenarios by our consultants.

Assign employees to jobs in the organization chart
Specify whether an employee in the organization chart can only be assigned to one job or several jobs simultaneously. This is also related to organization chart node-related approvals of the invoice receipt book or department-related approvals in DMS Teamwork.

DATEV consultant number
You can enter the consultant number of your tax consultant here as a default setting for DATEV exports.

DATEV client number
You can enter your client number here as a default setting for DATEV exports.

Pliant credit card integration
Here you can define the type of document transfer or posting type (creditor via invoice receipt book or directly as an expense against the Pliant account in online banking).

Allow same account in debit and credit
If you want to address the same account in debit and credit in a posting, activate this setting. This only affects G/L accounts, it is not possible for personal accounts. This posting logic can lead to problems when importing into external systems.

Revenue posting type
If you determine your profit using a balance sheet (comparison of business assets), select direct revenue posting (when invoicing).
If certain interface configurations exist, the setting "On receipt of bank payment" is correct for revenue-surplus calculators (in accordance with §4 Para. 3 UstG).
Please read more about EÜR here.

Tax type check
You can activate an additional control criterion for the tax key assignment via the tax type check. You enter the tax type of the G/L accounts themselves in the account master in the "Tax" area.

Company clearing account
The G/L account (asset/liability) entered here is used by various functions as a transit or interim account. Although these postings always cancel each other out, we recommend selecting an account that is not used for other manual work.

VAT business focus
If your VAT business focus is in Germany or Austria, the country code field is pre-filled with DE or AT.

Other countries with tax reporting
If you do not only participate in the VAT procedure in the country of the business focus, allow additional country codes.

Department/house number
Customers from the Catering sector can differentiate their branches using the department/house number field.

Activate OSS support
If you carry out sales under the OSS scheme (one-stop store, formerly mini-one-stop store), you can make the appropriate settings here(handout on OSS - PDF).

Taxation type
Specify the taxation type for sales tax. The normal case is TARGET taxation, which takes the posting date into account. If you are an ACTUAL taxpayer, your revenue is only taxed for VAT when payment is received (clearing via financial account posting). Please read more about ACTUAL taxation here.
The OP-based calculation of ACTUAL taxation is no longer offered. If you switch from the OP-based version to another version, you cannot switch back.

Close periods when submitting VAT returns
To prevent the figures reported for VAT from being inadvertently changed at a later date, you can have the submitted period automatically closed when submitting to the tax office. The periods can be reopened manually in the financial year management.