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Administration

Administration for categories

This article discusses how to establish the system setup information required for data entry in Administration. You will find the details for User-defined options, including general setup, user permissions, parameters, and querying the database.
A company's specific configurations in the system are known as categories. Administrators establish category items in Administration.
  • Categories are universal to all datasets.
  • An administrator creates and configures specific categories for their company.
  • When an administrator creates categories, they apply to all datasets and any changes made to them effect prior and current year data.
  • A user must have administrator permissions assigned to create categories.
  • Avoid using symbols when creating category names; they may appear incorrectly in reports. Use the list of Special Characters in the reference section to determine if a symbol appears correctly in reports.
  • Codes are user-defined. You can enter any combination of alpha and numeric characters, including spaces.
  • If you have codes established in another application, consider using those codes in ONESOURCE Tax Provision to create a one-to-one relationship with the data in the other application.
  • The application uses System Codes for automatic postings.
  • Some codes determine the presentation of data in reports.
  • Administrators are responsible for creating and maintaining codes.

This article applies to:

  • PRODUCT: ONESOURCE New Tax Provision