About companies

Each company has one of the following types, which is specified in the Company type field in theOrganisations (CS101500) window:

• Without branches:
  A company with this type cannot have any branches.
  If the Multi-branch support functionality is not enabled in the Aktivera/inaktivera funktioner (CS100000) window, this option is selected by default and cannot be changed.
• With branches not requiring balancing:
  A company with this type must have at least one branch.
  If multiple branches of the company are involved in a transaction, balancing entries are not required.
  his option is available if the Multi-branch support functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
• With branches requiring balancing:
  A company with this type must have at least one branch.
  If multiple branches of the company are involved in a transaction, balancing entries are required.
  This option is available if the Multi-branch support and Inter-branch transactions functionalities are enabled in the Aktivera/inaktivera funktioner (CS100000) window.

For details about how Visma.net ERP supports multiple branches for a company, see: About multi-branch support.

After a company has been configured, you can still change the company type as follows:

For a company that has the With branches not requiring balancing or With branches requiring balancing type, the Branches tab becomes available in the Organisations (CS101500) window.
By using this tab, a system administrator can add new branches to the company (if it has any) or delete branches from the list of company branches; when the company has no branches, it can be also deleted.

A company with the Without branches type can be deleted if it has no general ledger history (that is, if no general ledger transactions are associated with the company) and if no cash accounts, employees, warehouses, and fixed assets are linked to the company.

If you clear the Active check box in the Organisations (CS101500) window for a company that has branches, all the company branches will be deactivated. However, a branch cannot be deactivated if it is linked to an active warehouse, to an employee with a status other than Inactive, or to a fixed asset with a status other than Disposed or Reversed, and a company with such a branch also cannot be deactivated.

Access to the data related to a specific branch or to all branches of a company is regulated by an access role.

When an access role is specified for a company in the Access role field in the Organisations (CS101500) window, the system prompts whether the access role should be copied to the settings of all branches of the company. When the Access role field is cleared for the company, the system prompts whether the access role should be removed from the settings of all branches of the company. If no access role is specified for the company, an individual access role can be specified for each branch of the company in the Branches (CS102000) window.

A user that has access to at least one of the company branches can select the company in corresponding fields in data entry windows.

A company can post transactions to various ledgers, but it can be associated with only one actual ledger.

You can manage ledgers associated with a company in any of the following ways:

• Create for a new company a ledger of the Actual type by clicking Create ledger in the window toolbar of the Organisations (CS101500)window
• Review the list of the ledgers associated with the company, add an existing ledger to the list, or remove a ledger from the list by using the Ledgers tab of the Organisations (CS101500) window
• Review the list of all ledgers associated with the company of the selected branch by using the Ledgers tab of the Branches (CS102000) window
• Maintain the list of the companies that are allowed to post to non-actual ledgers by using the Huvudböcker (GL201500) window

An actual ledger can be detached from a company if the ledger contains no transactions associated with any branch of the company.

For a company with the With branches requiring balancing type, the File VAT by branch check box is available in the Organisations (CS101500) window.
If the check box is cleared, a VAT report includes data related to all branches of the company. If the check box is selected, each branch of the company requires an individual report.

For a company with any other type, VAT reports always include company-wide data.

On the Logo tab of the Organisations (CS101500) or Branches (CS102000) window, you can specify separate images for the logo displayed in the top left corner of Visma.net ERP and for the logo displayed on reports for the selected company or branch.