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Administration

Units

In
Administration > Manage Units
 you can add units.
  • An existing name, unit, type, country code and currency code, currency code and description can be modified.
  • Only a unit that has no Records - Unit/State in any dataset can be deleted.
To import a new unit, complete the appropriate fields in the
#CU# Units
 tab in the Import Categories template.

Code and Name

  • The unit Codes is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters.
  • Unit codes must be unique.
  • The unit code and name appear in the Review & Edit and Manage Units pages.

Unit Type

  • Assign
    Foreign
     or
    Domestic
     for the Unit Type. You can select the drop-down list to change the unit type.
  • The system uses the unit's type to determine how the data is reported in the foreign/domestic report.

Country Name and Currency Symbol

Default Codes
Country Code Name - U (Undetermined)
Currency Code - UND (Undefined)
  • The currency designation of a unit allows the unit to be combined with other units in local currency reporting.

Description

Type a Description for each unit, if needed.
Administration - Manage Units - Code

This article applies to:

  • PRODUCT: ONESOURCE New Tax Provision