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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration
  • Subject: User account

Company Info menu

The
Company Info
 menu is where administrators can manage several areas for all their ONESOURCE products.
Company info
Screens
Description
Accounts
Define the structure and other information for each Chart of Accounts that your company maintains in its financial systems. Once you define them, you can use these Charts of Accounts to manage financial data as it arrives in ONESOURCE. This context helps explain the information and how it relates to other information.
Clients
Use the
Clients
 screen to manage the list of clients for ONESOURCE applications. When you open certain products, the client dropdown displays this list. You can also use it for client mapping, which links specific products to clients through 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.
Time Span
Use the standardized
Time Span
 to define and manage financial time periods across ONESOURCE products. Align years, quarters, and months with the International Organization for Standardization (ISO) to support accurate reporting, smooth data integration, and reliable comparisons over time. This approach reduces inconsistencies, improves clarity, and supports connected compliance and analysis across systems.
Users
Manage ONESOURCE users by adding and editing users and assigning product permissions and access. Use the
Users
 screen to complete these tasks for multiple applications in 1 place.

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