| How do I create a new company or a new company based on an existing company |
Description | How do I create a new company or a new company based on an existing company? |
Resolution | - Connect to Database Administration for Sage 100 Contractor on the server.
- Click Add/Delete Companies...
- Click Create Company or Create Company Based on Existing
- Enter a name for the company, if you selected the option to Create Company
- If you selected the option to Create Company Based on Existing, choose the source company and enter a name for the new company.
- Click Create Company
CAUTION: Do not create a new company based on the Sample Company, if you intend to use menu option 1-5 Bank Feeds in the new company. For security reasons, Bank Feeds will not function in the Sample Company or any company that is created based on the Sample Company. After creating a new company, the next step is to assign an Administrator to the new Sage 100 Contractor company database: - Connect to Database Administration for Sage 100 Contractor.
- Click Company Admins/SQL Logins...
- Select the company to manage, and select the new company you created.
- From Select a company administration, pick the user and click Create Admin User.
After assigning a Company Administrator, log into the new company. Create or verify your Chart or Account and enter additional company information: - Open the company database with Administrator rights.
- Open menu 1-8 General Ledger Setup. If you selected the option to create a new company from scratch, create a chart of accounts by clicking Options from the menu bar and choosing your preferred Chart of Accounts. If you created a new company based on an already existing company, review the information on the Account Ranges, Dedicated Accounts, Posting Accounts tabs.
- Open menu 7-1 Company Information and complete the following:
- Company name
- Company address
- License number.
- Federal tax identification number.
- State tax identification number.
- Resale number
- Telephone and fax numbers
- Email address
- Direct Deposit information (account number, routing number, and the account type)
- Click File, Save
[BCB:154:Chat 100 Contractor US:ECB]
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