Company Info menu
The Company Info menu is where administrators can manage several areas for all their ONESOURCE products.
Screens | Description |
|---|---|
Accounts | Establish the structure and other information about each of the Charts of Accounts that their company maintains in their financial systems. Once defined, you can use these Charts of Accounts to manage financial data as it arrives in ONESOURCE. This gives context around the information and how it relates to other information. |
Clients | The Clients screen enables you to manage the list of clients for ONESOURCE applications. The client dropdown displays this list when launching certain products. It also serves for client mapping, which links specific products to clients using valid account IDs or Firm IDs. |
Entities | Use the Entities screen for central administration of entities across all ONESOURCE applications. |
Groups | Use this screen to add groups, assign group permissions, and assign users to the group. The Groups screen displays the list of groups. |
Users | Managing users in ONESOURCE means adding and editing users, as well as assigning permissions and access for products. The Users screen enables you to complete all of these tasks for multiple applications in 1 place. |
Related Content
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Add accounts to charts of accounts, financial hierarchy, and account rollup - overview
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View and manage client data on the Clients screen
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About Entities and Entity Rollup
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Add or edit groups
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Add a user
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