Using Affiliations
This article describes the usage of affiliations in Continia Finance.
An affiliation is a relationship between two or more companies that are connected to each other for business purposes. If companies are affiliated in Finance, you have the option to see their combined data – such as G/L entries or VAT entries – in a single report.
To connect companies as an affiliation
Before you can make use of this feature, you have to connect your companies as an affiliation:
- Choose the icon, enter Extended Financial Reports Setup, and then choose the related link.
- On the Affiliation FastTab, enter a code in the Affiliation field. For example, AFF_01.
- Next, select the company icon to open the Available Companies pane and switch to the company that you would like to affiliate with the current company.
- Repeat steps 1 and 2, entering the same code you entered for the previous company. For example, AFF_01.
To see combined data as a single report
Once your companies are configured as an affiliation, you can see their combined data in a single report. To do this:
- Select Extended Financial Reports > Reconcile, then select either G/L Entries Overview or VAT Entries Overview.
- In the action bar, select Refresh Table to open the related overview.
- On the Options FastTab, enable the From Affiliation setting and make sure that the code in the Affiliation field is correct.
- Select OK at the bottom of the page.
Note
It's possible to achieve the same result by using the filters on the Filter: Company FastTab on the Refresh G/L Entries Overview and Refresh VAT Entries Accounting Review. Here you can also use an asterisk as a wildcard. For example, to include all companies with the word Cronus in their names, enter Cronus*.