Objectives
- Create multiple entities
Environment
- Money Module Settings
Procedure
You can add multiple entities from the money module settings. First go to the Money module on the top of the page, then to the Settings section.
Within the Settings, head to the Entities section and press on Setup Entities hyperlink that will direct you to the List of Entities page.
From the List of Entities page, you can simply add a new entity by clicking on Add New Entity hyperlink.
You will be directed to the Add New Entity page where you have to configure the new entity.
The first stage is the Basic Configuration:
There are four required fields:
- Entity Name: the name of the entity. For example App4legal.
- Base Currency: specify the currency used for this entity.
- Fiscal Year Starts On: specify the starting month.
- Invoice Number Prefix: the constant prefix for the invoice numbers to be used within this entity.
The rest of the fields are optional.
Once you finish the basic configuration press Next on the right-bottom of the page to move into the Additional Configuration step.
In the Additional Configuration step, you have to first add each currency rate with respect to the main currency of your entity (AED in our example ).
Then, you have the option to specify the Related User Groups and the Default User Rate.
Once you finish click on Next to move to the final step.
The last step is optional. If you want to import the Entity Settings from other previous entities you can simply click on the Click here hyperlink, else, click Finish to finish adding the new entity.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
