Summary
How to create a new company or a new company based on an existing company in Sage 100 Contractor.
Resolution
1. Create a new company
- Connect to Database Administration for Sage 100 Contractor on the server.
- Click Add/Delete Companies.
- Click Create Company.
NOTE: You can choose Create Company Based on Existing, choose the source company, and enter a unique name. - Enter a unique name.
- Click Create Company.
CAUTION: The bank feeds won't work if you create a company based on the sample company.
2. Assign an administrator for the new company
- 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.
3. Log in to the company
- Open the company database using an admin user account.
- Open menu 1-8 General Ledger Setup.
NOTE: Set up your chart of accounts for the new company. The program creates the chart of accounts identical to the existing company when you use an existing company. - Open menu 7-1 Company Information to fill in the details.
- 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)
- Select File and Save.