brix:en:companies:setup
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Entering a new company
A new company is entered by an administrator of an accounting company, and only while the accounting company itself is selected as the current company (upper left) — see limitations. For example, if the accounting company Bookkeeping Ltd has the clients ABC Ltd and DEF Ltd and wants to add a new client GHI Ltd, Bookkeeping Ltd must be selected as the current company.
Entry procedure
- Enter the company's {oib}. On leaving the field, Brix retrieves the company data from external sources and shows it in the ~ BASIC ~ tab.
If Brix does not find the company data, first enter the company in the [ Partners ] form of the accounting company, and then repeat the entry in Companies.
- Check and, if necessary, correct all data shown. Enter at least one activity in {Activities (NACE 2025)}.
- Save the company data with the SAVE button. After saving, the remaining tabs are shown.
Mandatory data by tab
After saving, the following data must be entered:
-
- {Authorized}
- {Chart Of Accounts}
- {Company CURR}
- {Exchange Rates} — select the Croatian National Bank.
- {Currencies}
- {Current VAT Period Start Date}
- {Current Fiscal Year Start Date}
- Other data is not mandatory, but we recommend entering it.
-
- {Footer text} — the sample footer of MICRO PROCESS d.o.o. can be used as a basis.
- iban
Enter all IBANs the company uses. - email
Enter the email address lists. - ~ MODULES ~
Enable the modules required for keeping the books.
After entering the company
- In the upper left corner, select the new company as the current company. The following steps are carried out in the new company.
- When a new company is entered, one department with the code and name 0 is opened automatically. In the [ Departments ] form, first correct the data of that department; its code can also be changed if necessary.
- If necessary, add new departments and set all their data.
- In the [ Employees ] form, enter the company's employees — at least all of the company's authorised persons and all persons who will access Brix.
- In the [ Units of Measurement ] form, enter the units of measurement the company uses for raw materials, finished products, assemblies, fixed assets, small inventory, food and beverages, and services.
Limitations
If {Current VAT Period Start Date} and {Current Fiscal Year Start Date} are not entered in the ~ OTHER DATA ~ tab, posting lines cannot be entered in the [ Bills ], [ Bank Statements ] and [ journal_entries ] forms.
brix/en/companies/setup.txt · Zadnja izmjena: od 0.0.0.0