| Button | Description |
|---|---|
| Actions | Provides the following menu command, which you can click to invoke an action:
|
| Create ledger | Opens the Create ledger dialog box, where you can specify the parameters necessary to create a new actual ledger for the organisation. This button is available only for a organisation that does not have an actual ledger assigned. |
| Element | Description |
|---|---|
| Organisation ID | The new identifier of the organisation. |
| OK | Changes the organisation ID to the one you have specified, and closes the dialog box. |
| Cancel | Discards the changes and closes the dialog box. |
| Element | Description |
|---|---|
| Ledger ID | The identifier of the new actual ledger that will be assigned to the organisation. |
| Description | A description of the actual ledger. By default, the description is composed from the organisation ID, with the “actual ledger“ string added to the end of it. |
| Create | Creates a ledger with the Actual type and assigns it to the organisation. The organisation base currency is used as the ledger currency. |
| Cancel | Discards the changes and closes the dialog box. |
| Element | Description |
|---|---|
| Organisation ID | The unique identifier of the organisation, which you compose according to the rules defined by the BIZACCT segmented key. |
| Company name | The name of the organisation |
| Organisation type | The type of the organisation, which can be one of the following:
|
| Active | A check box that indicates (if selected) that the selected organisation is active. |
| Is main organisation | If you want this organisation to be the main organisation of your branches, select this check box. |
| Element | Description |
|---|---|
| Address 1 | The first line of the organisation address. |
| Address 2 | The second line of the organisation address. |
| Address 3 | The third line of the organisation address. |
| Postcode | The postcode. An input validation mask can be set for the country postcodes. For more information, see: the Countries/counties/postcodes (CS20400S) window. |
| City | The city of the organisation address. |
| Country | The country of the organisation address. Select a country from the predefined list of countries. |
| County | The county or province of the organisation address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window. |
| View on map | A button that you can click to view the location on a map. |
| Company name | The legal business name of the organisation, as registered with the appropriate tax agency. This is the name that will appear on the organisation documents. |
| Attention | The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department. |
| The default email address of the organisation. | |
| Web | The website of the organisation, if one exists. |
| Phone 1 | The primary phone number of the organisation. |
| Phone 2 | An additional phone number of the organisation. |
| Fax | The fax number of the organisation. |
| Same as main | A check box that indicates (if selected) that the business information of the default location is the same as the branch business information specified on the General settings tab. When you select this check box, the values in the fields are filled in automatically in accordance with the main business information. |
| Address 1 | The first line of the organisation address. |
| Address 2 | The second line of the organisation address. |
| Address 3 | The third line of the organisation address. |
| Postcode | The postcode. An input validation mask can be set for the country postcodes. For more information, see: the Countries/counties/postcodes (CS20400S) window. |
| City | The city of the organisation address. |
| Country | The country of the organisation address. Select a country from the predefined list of countries. |
| County | The county or province of the organisation address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window. |
| Element | Description |
|---|---|
| Base currency ID | A string (of up to three characters) to identify the base currency. |
| Description | The detailed description of the base currency. |
| Currency symbol | The currency symbol for the base currency, which will appear with the currency amounts. We recommend that you follow established norms when assigning IDs to the currencies; refer to the ISO 4217 code list. |
| Decimal precision | The number of digits following the decimal point that are used in operations with the base currency. The decimal precision must be selected to allow the use of the smallest subunit of the base currency unit. Currency amounts will be rounded in arithmetic operations in accordance with this setting. |
| Element | Description |
|---|---|
| VAT registration ID | The organisation registration ID for the country’s tax authority. An input mask or regular expression can be set to validate the input in this box. |
| Corporate ID | The corporate ID of the organisation. |
| File VAT by branch | A check box that indicates (if selected) that an individual VAT report is to be prepared for each branch. If the check box is not selected, one VAT report is prepared for all branches. This check box is available for the organisation only if you select the With branches requiring balancing option in the Organisation type field. |
| File EC sales list by branch | A check box that indicates (if selected) that EC sales list is to be prepared for each branch. When this is checked, the EC sales list (AR40501S) will require that both organisation and branch are selected before you can create a EC sales list report. This check box is available for the organisation only if you select the With branches requiring balancing option in the Organisation type field. |
| Element | Description |
|---|---|
| Access role | The role to be used to give users access to organisation data. If the organisation has multiple branches, the selected access role is copied to the settings of each branch of the organisation. If you clear the field, the system prompts whether you want to remove the access role from the settings of all branches of the organisation. For more information, see: About security of organisation branches. |
| Default country | The default country, which is the country of most of the organisation’s customers and suppliers. |
| Default printer | The default printer to be used for printing the documents of this organisation. This field is available only if the DeviceHub functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Industry code ID | The branch’s industry code ID. |
| Element | Description |
|---|---|
| Show description on order confirmation and invoice | Select this check box to show the description in the Description field on both the sales order confirmation and the invoice. |
| Print note on external sales documents | Select this check box if you want a note to be printed on external sales documents. |
| Print line note on internal sales documents | Select this check box if you want a note to be printed on internal sales documents. |
| Print description on purchase orders | Select this check box if you want a description to be printed on purchase orders. |
| Print note on purchase orders | Select this check box if you want a note to be printed on purchase orders. |
| Element | Description |
|---|---|
| Quantity decimal places | The number of decimal places (that is, places after the decimal point) to be used for quantities. |
| Price/cost decimal places | The number of decimal places to be used for prices and costs. |
| Weight UoM | The unit of measure (UoM) to be used to calculate the weight of packages to be used for shipments. |
| Volume UoM | The unit of measure to be used to calculate the volume of specific quantities of items for packages to be used for shipments. |
| Max. no. of pages on report preview | The maximum number of pages that you can see when you preview a report. |
| Button | Description |
|---|---|
| Add branch | Opens the Branches (CS102000) window, where you can create a branch for the currently selected organisation. |
| Column | Description |
|---|---|
| Branch ID | The identifier of the branch, which is also a link that opens the Branches (CS102000) window populated with the data of the branch. |
| Branch name | The name of the branch. |
| Active | A check box that indicates (if selected) that the branch is active. |
| Access role | The role that is used to give the employees of the branch access to the branch data. |
| Role description | The description of the access role. |
| Element | Description |
|---|---|
| Same as main | A check box that indicates (if selected) that the business information of the default location is the same as the branch business information specified on the General settings tab. When you select this check box, the values in the fields are filled in automatically in accordance with the main business information. |
| Company name | The business name of the location, if it is different from the business name of the organisation. |
| Attention | The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department. |
| The default email address of the location. | |
| Web | The website of the location, if one exists. |
| Phone 1 | The primary phone number of the location. |
| Phone 2 | An additional phone number of the location. |
| Fax | The fax number of the location. |
| Element | Description |
|---|---|
| Same as main | A check box that indicates (if selected) that the default location’s address is the same as that of the main branch address specified on the General settings tab. When you select the check box, the values in the boxes are filled in automatically in accordance with the values of the main address. You clear the check box if you want to enter a different address. |
| Address line 1 | The first line of the default location address. |
| Address line 2 | The second line of the default location address. |
| Postcode | The postal code for the address. |
| City | The city of the default location. |
| Country | The country of the default location. |
| County | The county of the default location. |
| View on map | A button that you can click to view the location on a map. |
| Element | Description |
|---|---|
| VAT zone ID | The VAT zone of the delivery location. |
| Shipping rule | The way the orders should be fulfilled for this location. You can select one of the following options:
|
| Column | Description |
|---|---|
| Days for remark | The number of days that the receiver of the invoice has to make remarks on the invoice. The value filled in here is displayed on the invoice reports. |
| Bank language | The language that the bank of the branch uses. |
| Bank name | The name of the bank of the branch. |
| Bank address line 1 | The first line of the bank’s payment address. |
| Bank address line 2 | The second line of the bank’s payment address. |
| Bank address line 3 | The third line of the bank’s payment address. |
| Bank country | The country where the bank is located. |
| IBAN | The bank’s IBAN number. |
| Bank account no. | The main bank account number for the bank. |
| Bank account no. 2 | The second bank account number for the bank. |
| Bank account no. 3 | The third bank account number for the bank. |
| BIC (SWIFT) | The BIC or SWIFT code of the bank. |
| Creditor identifier | A uniform and standardised identification number that unambiguously identifies the creditor. |
| Element | Description |
|---|---|
| Use basic payment process | Select this check box if you want to allow the branch to use the simple payment process for outgoing payments. |
| Allow payment of pre-booked invoices | Select this check box if you want to allow payment of purchase invoices that are pre-booked but not released yet. |
| Button | Description |
|---|---|
| New employee | Navigates to the Employees (EP203000) window so that you can define a new employee for the organisation. |
| Column | Description |
|---|---|
| Branch ID | The identifier of the organisation branch to which the employee belongs. This column is available only for a organisation that has the With branches not requiring balancing or With branches requiring balancing organisation type. |
| Employee ID | The unique identifier of the employee in the system. |
| Name | The full name of the employee. |
| Department | The role that is used to give the employees of the branch access to the branch data. |
| City | The city where the employee lives. |
| County | The county where the employee lives. |
| Phone 1 | The phone number of the employee. |
| The email address of the employee. | |
| Status | The status of the employee. |
| Column | Description |
|---|---|
| Ledger | The identifier of the ledger. |
| Description | A description of the ledger. |
| Type | The type of the ledger, which can be one of the following: Actual, Reporting, Statistical, or Budget. |
| Currency | The currency of the ledger. |
| Consolidation source | A check box that indicates (if selected) that the ledger is used as a source ledger for consolidation. |
| Element | Description |
| Sales sub | The subaccount to be used as the default sales subaccount for the organisation. |
| Expense sub | The subaccount to be used as the default expense subaccount for the organisation. |
| Freight sub | The subaccount to be used as the default freight subaccount for the organisation. |
| Discount sub | The subaccount to be used as the default discount subaccount for the organisation. |
| Currency gain/loss sub. | The subaccount to be used as the default currency gain and loss subaccount for the organisation. |
| Element | Description |
|---|---|
| Browse | Open the file section window, where you can select an image to upload. |
| Upload | Uploads the selected image to the system. |
| Preview window | Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow. |
| Element | Description |
|---|---|
| Browse | Open the file section window, where you can select an image to upload. |
| Upload | Uploads the selected image to the system. |
| Preview window | Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow. |
| Element | Description |
|---|---|
| Uses ROT/RUT deduction | Select this check box if ROT and/or RUT deduction is used. |
| Currency | The currency of the deduction amount, usually SEK. |
| Next claim no. | The next number of the file that can be sent to the Swedish government. |
| Org. no. validation reg. exp. | The regular expression used to validate an entered housing cooperative’s ID. This is automatically set to ten digits: ^(\d{10})$. |
| Default RUT/ROT type | In this field, you can choose whether RUT or ROT is the default option in the following windows: Non-stock items (IN202000), Stock items (IN202500), Sales invoices (AR301000), Claim ROT and RUT (AR531000), and Sales orders (SO301000). |
| Tax agency account | In this field, you choose the Swedish tax authority (Skatteverket). All incoming payments from ROT and RUT deductions will then be added to this customer. |
| Balance invoices on | Determines when the balancing Closed credit note to the customer and Open debit note to Skatteverket will be created. This can be one of the following:
|
| Element | Description |
|---|---|
| Standard allowance limit | The standard maximum amount for ROT deduction per person. |
| Extra allowance limit | The maximum amount for ROT deduction per person, when this is different from the standard maximum amount. |
| Deduction (%) | The ROT deduction amount in percent. |
| Element | Description |
|---|---|
| Standard allowance limit | The standard maximum amount for RUT deduction per person. |
| Extra allowance limit | The maximum amount for RUT deduction per person, when this is different from the standard maximum amount. |
| Deduction (%) | The RUT deduction amount in percent. |
| Element | Description |
|---|---|
| Same as main | A check box that indicates (if selected) that the business information of the default location is the same as the branch business information specified on the General settings tab. When you select this check box, the values in the fields are filled in automatically in accordance with the main business information. |
| Address 1 | The first line of the organisation address. |
| Address 2 | The second line of the organisation address. |
| Address 3 | The third line of the organisation address. |
| Postcode | The postcode. An input validation mask can be set for the country postcodes. For more information, see: the Countries/counties/postcodes (CS20400S) window. |
| City | The city of the organisation address. |
| Country | The country of the organisation address. Select a country from the predefined list of countries. |
| County | The county or province of the organisation address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window. |
| Element | Description |
|---|---|
| VAT type | A drop-down field where you select the following options:
|
| Default tax agency | The ID and name of the default tax agency that will be suggested as tax agency in windows related to VAT handling. If this field is left empty, the Tax agency field in VAT handling windows will default to the first tax agency in the list of tax agencies. If you have selected File VAT by branch you can also define the default tax agency for each branch. |
| Check box | Description |
|---|---|
| Recalculate VAT when customer is changed on document | A check box that you select if you want the system to update the VAT category for existing lines when you change the customer or customer location in the Sales invoices (AR301000), Sales orders (SO301000) and Customer invoices (SO303000) windows. |
| Element | Description |
|---|---|
| Internal code | This code is used only in Finland, it is called the INT code, and is given by the Customs authority. It is most often used in cases where the organisation has offices in different locations and each office wants to submit a statistical declaration of their own, due to practical reasons. The code is not mandatory. |
| Declarant ID | The ID used for Intrastat reporting. |
| Contact person | The contact person responsible for the Intrastat report. |
| Element | Description |
|---|---|
| Use agency | Set the check box if you are using an agency to do the Intrastat reporting for your branch. |
| Organisation name | The organisation’s name. |
| VAT registration ID | The organisation’s VAT number. |
| Internal code | The internal code for the organisation. |
| Telephone | The organisation’s telephone number. |
| Element | Description |
|---|---|
| Name | The name of the responsible person. |
| Telephone | The telephone number of the responsible person. |
| Notifications by email to | The email to which the sender wants to receive notifications. |
| Notifications by SMS to | The telephone number to which the sender wants to receive notifications. |
| Element | Description |
|---|---|
| Contact person | The name of the contact person. |
| The email address of the contact person. | |
| Telephone | The telephone number of the responsible person. |
| Reference no. | The government’s reference number for the report. The reference number is mandatory when you send the report to Altinn. The number is given by the authority when they request this report. |
| Element | Description |
|---|---|
| Endpoint | Identifies the invoicee party’s electronic address |
| Party identification | Identification of the invoicee party. |
| Party legal | Legal information of the invoicee party. |
| Element | Description |
|---|---|
| Email address | The email address (or addresses separated by a semicolon;), which is used when sending data that is expected to get response data, such as direct transfers. |
| Language | The language of the responses. You can choose between English, Finnish, or Swedish. If the field is empty, the language will be set to Finnish. |
| Button | Description |
|---|---|
| Actions | Provides the following menu command, which you can click to invoke actions: +
|
| Element | Description |
|---|---|
| Branch ID | The unique ID of the branch, which you compose according to the rules defined by the BIZACCT segmented key. |
| Branch name | The most commonly used name of the branch. |
| Company | The company to which the branch belongs or whose subsidiary it is. |
| Active | A check box that says (if selected) that the selected branch is active. |
| Main office | Select this check box if this branch is the main office. |
| Element | Description |
|---|---|
| Address 1 | The first line of the company branch address. |
| Address 2 | The second line of the company branch address. |
| Address 3 | The third line of the company branch address. |
| Postcode | The postcode. An input validation mask can be set for the country postcodes. |
| City | The city of the company branch address. |
| *Country | The country of the company branch address. Select a country from the predefined list of countries. |
| County | The county or province of the company branch address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window. |
| View on map | Click to view the location on a map. |
| Element | Description |
|---|---|
| Company name | The legal business name of the company, as registered with the appropriate tax agency. This is the name that will appear on the company documents. |
| Attention | The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department. |
| The default email address of the company. | |
| Web | The website of the company, if one exists. |
| Phone 1 | The primary phone number of the company. |
| Phone 2 | An additional phone number of the company. |
| Fax | The fax number of the company. |
| Element | Description |
|---|---|
| Same as main | Select this check box if you want the document address information to be the same as the main address information. |
| Address 1 | The first line of the document address. |
| Address 2 | The second line of the document address. |
| Address 3 | The third line of the document address. |
| Postcode | The postcode. An input validation mask can be set for the country postcodes. For more information, see: the Countries/counties/postcodes (CS20400S) window. |
| City | The city of the document address. |
| Country | The country of the document address. Select a country from the predefined list of countries. |
| County | The county or province of the document address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window. |
| Element | Description |
|---|---|
| Corporate ID | The corporate ID of the company. |
| VAT registration ID | The branch registration ID for the country’s tax authority. An input mask or regular expression can be set to validate the input in this field. |
| Element | Description |
|---|---|
| Access role | The role to be used to give employees of the branch access to the branch data. For more information, see: About security of organisation branches. |
| *Default country | The default country, which is the country of most of the branch’s customers and suppliers. |
| Industry code ID | The branch’s industry code ID. |
| Element | Description |
|---|---|
| Show description on order confirmation and invoice | Select this check box to show the description in the Description field on both the sales order confirmation and the invoice. |
| Print note on external sales documents | Select this check box if you want a note to be printed on external sales documents. |
| Print note on internal sales documents | Select this check box if you want a note to be printed on internal sales documents. |
| Print description on purchase orders | Select this check box if you want a description to be printed on purchase orders. |
| Print note on purchase orders | Select this check box if you want a note to be printed on purchase orders. |
| Element | Description |
|---|---|
| Same as main | A check box that you select if the default location’s address is the same as that of the main branch address specified on the General settings tab. If you select the check box, the values in the fields will be filled out automatically in accordance with the values of the main address. Clear the check box to enter another address. |
| Address 1 | The first line of the default location address. |
| Address 2 | The second line of the default location address. |
| Address 3 | The third line of the default location address. |
| Postcode | The postcode for the address. |
| City | The city of the default location. |
| Country | The country of the default location. |
| County | The county or province of the company branch address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window. |
| View on map | Click to view the location on a map. |
| Element | Description |
|---|---|
| Same as main | A check box that you select if the business information of the default location is the same as the branch business information specified on the General settings tab; if you select this check box, the values in the boxes will be filled out automatically, in accordance with the main business information. |
| Company name | The business name of the location, if it is different from the business name of the branch. |
| Attention | The attention line as it is used in your company’s business letters. This line will be used to direct the letter to the proper person or department. |
| The email address to be used for this branch location. | |
| Web | The website address (if any) related to this branch location. |
| Phone 1 | The primary phone number at the location. |
| Phone 2 | An additional phone number at this location. |
| Fax | An additional phone number at this location. |
| Element | Description |
|---|---|
| VAT zone ID | The VAT zone of the delivery location. |
| Shipping rule | The way the orders should be fulfilled for this location. You can select one of the following options:
|
| Column | Description |
|---|---|
| Days for remark | The number of days that the receiver of the invoice has to make remarks on the invoice. The value filled in here is displayed on the invoice reports. |
| Bank language | The language that the bank of the branch uses. |
| Bank name | The name of the bank of the branch. |
| Bank address line 1 | The first line of the bank’s payment address. |
| Bank address line 2 | The second line of the bank’s payment address. |
| Bank address line 3 | The third line of the bank’s payment address. |
| Bank country | The country where the bank is located. |
| IBAN | The bank’s IBAN number. |
| Bank account no. | The main bank account number for the bank. |
| Bank account no. 2 | The second bank account number for the bank. |
| Bank account no. 3 | The third bank account number for the bank. |
| BIC (SWIFT) | The BIC or SWIFT code of the bank. |
| Creditor identifier | The branch’s creditor ID. It is used for direct debit sending (only in the Netherlands) |
| Element | Description |
|---|---|
| Allow payment of pre-booked invoices | Select this check box if you want to allow payment of purchase invoices that are pre-booked but not released yet. |
| Column | Description |
|---|---|
| *Ledger ID | The identifier of the ledger. |
| Description | A description of the ledger. |
| Type | The type of the ledger, which can be one of the following: Actual, Reporting, Statistical, or Budget. |
| *Currency | The currency of the ledger. |
| Consolidation source | A check box that indicates (if selected) that the ledger is used as a source ledger for consolidation. |
| Element | Description |
|---|---|
| Sales sub. | The subaccount to be used as the default sales subaccount for the branch. |
| Expense sub. | The subaccount to be used as the default expense subaccount for the branch. |
| Freight sub. | The subaccount to be used as the default freight subaccount for the branch. |
| Discount sub. | The subaccount to be used as the default discount subaccount for the branch. |
| Currency gain/loss sub. | The subaccount to be used as the default currency gain and loss subaccount for the branch. |
| Elements | Description |
|---|---|
| Browse | Opens the file selection window, where you can select an image to upload. |
| Upload | Uploads the selected image to the system. |
| Preview window | Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow. |
| Elements | Description |
|---|---|
| Browse | Opens the file selection window, where you can select an image to upload. |
| Upload | Uploads the selected image to the system. |
| Preview window | Displays uploaded images. You can go through the images by pressing Ctrl+left arrow or Ctrl+right arrow. |
| Button | Description |
|---|---|
| New employee | This button lets you navigate to the Employees (EP203000) window so that you can add information about a new employee for the branch. |
| Column | Description |
|---|---|
| Employee ID | The unique ID of the employee in the system. |
| Name | The name of the employee. |
| *Department | The department where the employee works. |
| City | The city where the employee lives. |
| County | The county where the employee lives. |
| Phone 1 | The phone number of the employee. |
| The email address of the employee. | |
| *Status | The status of the employee. |
| Element | Description |
|---|---|
| Uses ROT/RUT deduction | Select this check box if ROT and/or RUT deduction is used. |
| Currency | The currency of the deduction amount, usually SEK. |
| Next claim no. | The next number of the file that can be sent to the Swedish government. |
| Org. no. validation reg. exp. | The regular expression used to validate an entered housing cooperative’s ID. This is automatically set to ten digits: ^(\d{10})$. |
| Default RUT/ROT type | In this field, you can choose whether RUT or ROT is the default option in the following windows: Non-stock items (IN202000), Stock items (IN202500), Sales invoices (AR301000), Claim ROT and RUT (AR531000), and Sales orders (SO301000). |
| Tax agency account | In this field, you choose the Swedish tax authority (Skatteverket). All incoming payments from ROT and RUT deductions will then be added to this customer. |
| Balance invoices on | Determines when the balancing Closed credit note to the customer and Open debit note to Skatteverket will be created. This can be one of the following:
|
| Element | Description |
|---|---|
| Standard allowance limit | The standard maximum amount for ROT deduction per person. |
| Extra allowance limit | The maximum amount for ROT deduction per person, when this is different from the standard maximum amount. |
| Deduction (%) | The ROT deduction amount in percent. |
| Element | Description |
|---|---|
| Standard allowance limit | The standard maximum amount for RUT deduction per person. |
| Extra allowance limit | The maximum amount for RUT deduction per person, when this is different from the standard maximum amount. |
| Deduction (%) | The RUT deduction amount in percent. |
| Element | Description |
|---|---|
| Same as main | A check box that you select if the business information of the default location is the same as the branch business information specified on the General settings tab; if you select this check box, the values in the boxes will be filled out automatically, in accordance with the main business information. |
| Address 1 | The first line of the board location address. |
| Address 2 | The second line of the board location address. |
| Address 3 | The third line of the board location address. |
| Postcode | The postcode for the address. |
| City | The city of the location. |
| Country | The country of the location. |
| County | The county or province of the branch’s board address. You can populate the list of counties by using the Countries/counties/postcodes (CS20400S) window. |
| View on map | Click to view the location on a map. |
| Element | Description |
|---|---|
| VAT type | By selecting one of the options in the drop-down list, will make an impact on your printed invoices.
|
| Default tax agency | The ID and name of the default tax agency that will be suggested as tax agency in windows related to VAT handling. If you have selected File VAT by branch you can define the default tax agency for each branch. If this field is left empty for the branch, the system will use the default tax agency selected for the company. |
| Element | Description |
|---|---|
| Name | The name of the responsible person. |
| Phone no. | The telephone number of the responsible person. |
| Notifications by email to | The email to which the sender wants to receive notifications. |
| Notifications by SMS to | The telephone number to which the sender wants to receive notifications. |
| Element | Description |
|---|---|
| Contact person | The responsible person for the SAF-T report that the government may contact. In order to use the Download file button in the SAF-T report (TX50600S) window, this field must contain information since it is mandatory for the SAF-T report. |
The email address of the responsible person for the SAF-T report. This information is mandatory for the SAF-T report. |
|
| Phone no. | The telephone number of the responsible person for the SAF-T report. This information is mandatory for the SAF-T report. |
| Reference number | The reference number of the report given by Altinn to be used in the SAF-T report. This information is mandatory for the SAF-T report. |
| Element | Description |
|---|---|
| Internal code | This code is used only in Finland, it is called the INT code, and is given by the Customs authority. It is most often used in cases where the company has offices in different locations and each office wants to submit a statistical declaration of their own, due to practical reasons. The code is not mandatory. |
| Declarant ID | The ID used for Intrastat reporting. |
| Contact person | The contact person responsible for the Intrastat report. |
| Element | Description |
|---|---|
| Use agency | The name of the agency, if you are using an agency to do the Intrastat reporting for your branch. |
| ID | The ID number for the agency. |
| Organisation name | The agency’s name. |
| VAT number | The agency’s VAT number. |
| Internal code | The internal code for the agency. |
| Phone number | The agency’s telephone number. |
| Element | Description |
|---|---|
| Branch | The branch for which you want to assign or viewbuildings. |
| Column | Description |
|---|---|
| Building | The building to be assigned to the selected branch.Select thebuilding from the list of fixed assets defined as buildings. |
| Description | The description of the building. |
| Button | Description |
|---|---|
| Update tree | Updates the company tree to display recently added nodes, work groups, and work group members. |
| Element | Description |
|---|---|
| Move node up | Moves the selected node one position up in the list. |
| Move node down | Moves the selected node one position down in the list. |
| Description | A description of the group that can serve as an ID. |
| Element | Description |
|---|---|
| User | The user associated with the employee. |
| Employee ID | The ID of an employee who is a member of the group. |
| Employee name | The name of the employee. |
| Position | The employee position in the company. |
| Department | The department of the employee. |
| Owner | If you select this check box,, it indicates that this member is the owner in the work group — that is, a user who, by default, is assigned work items that are assigned to the group. |
| Active | Select this check box to include the user in the selected work group. |
| Column | Description |
|---|---|
| Department ID | The unique identifier for the department. |
| Description | A detailed description of the department. |
| Expense account | The expense account to be used for recording department-related expenses. |
| Expense sub. | The subaccount to be used for recording department-related expenses. |
| Element | Description |
|---|---|
| Class ID | A unique identifier assigned to an employee class. |
| Description | A detailed description of the employee class. |
| Account used for payment | The account used for payment for this employee class. |
| Element | Description |
|---|---|
| Terms | The terms used as a schedule to pay salary or wages for employees of the class. |
| Payment method | The payment method to be used by default for compensation payments. |
| Cash account | The cash account to be used for compensation payments. |
| Supplier account | The supplier account used to record payments owed to employees of the class. |
| Supplier subaccount | The corresponding subaccount. |
| Cash discount account | One of the cash discount accounts used in the Supplier ledger workspace; this account is not actually used for employees. |
| Cash discount sub. | The corresponding subaccount. |
| Prepayment account | The account to be used to record prepayments paid to employees of the class. |
| Prepayment subaccount | The corresponding subaccount. |
| Expense account | The account to record compensation amounts paid to employees of the class. |
| Expense subaccount | The corresponding subaccount. |
| Sales account | The account to record any sales made by employees of the class. |
| Sales sub. | The corresponding subaccount. |
| Currency ID | The currency of the payments. |
| Enable currency override | A check box that (if selected) indicates that the currency may be changed for particular documents associated with the employee. |
| Curr. rate type | The rate type to be used for the employees of the class. |
| Enable rate override | A check box that (if selected) indicates the currency rate type may be changed for particular documents associated with the employee. |
| Calendar | The calendar that defines work hours for the employees of the class, as well as the time zone they work from. Select the appropriate calendar from the list of calendars. |
| VAT zone ID | The default VAT zone for the class. |
| Regular hours validation | The extent of validation of regular work hours for this employee. The default value is provided by the employee class. The following options are available:
|
| Time card default date | A setting that defines which date is specified by default for a new record that an employee of the class enters.
|
| Webhook notification | A check box which (if selected) indicates that the system will select the webhook notification check box for all employees in the given employee class. |
| Column | Description |
|---|---|
| Active | A check box that indicates (if selected) that the attribute is available for all employees of the class. You can deactivate an obsolete attribute by clearing the check box—in this case, the deactivated attribute will no longer be displayed for employees of the class, but all attribute values that have already been specified for existing records still will be stored in the database, so if you re-activate the attribute, its values will become visible in the system again. |
| Attribute ID | The name of the attribute, which serves as its identifier. |
| Description | A brief description of the attribute. |
| Sort order | A number that represents the order of the attribute in the list of class attributes. |
| Required | A check box that (if selected) indicates that the attribute value is required for an employee of the class. |
| Internal | A check box that (if selected) indicates that the attribute is not available for portal users. |
| Control type | The type of the attribute: Text, Combo, Multi select combo, Lookup, Checkbox, or Datetime. |
| Default value | The default value of the attribute. |
| Element | Description |
|---|---|
| Actions | Provides the following menu commands, which you can click to invoke actions:
The menu item is available for all users who have access to this window. However, only administrators can use the User info tab in this window to create a new login or manage existing logins.
|
| Element | Description |
|---|---|
| Employee ID | The unique identifier, which is assigned to the employee in accordance with the configuration of the EMPLOYEE segmented key. |
| Employee name | The name of this employee. |
| Status | The status of the employee. The following options are available:
|
| Element | Description |
|---|---|
| Employee contact | Link to the contact associated with the employee. |
| Title | The courtesy title to be used for the employee. |
| First name | The first name of the employee. |
| Middle name | The middle name of the employee. |
| Last name | The last name of the employee. |
| Phone 1 | The phone number of the employee. Select the phone number type, and enter the phone number in the adjacent field. |
| Phone 2 | An additional phone number of the employee. |
| Phone 3 | An additional phone number of the employee. |
| Fax | The fax number of the employee. Select the fax type, and enter the fax number in the adjacent field. |
The employee email address. Note that an email address is required when you assign a user account to an employee. |
|
| Web | The website of the employee, if any. |
| Element | Description |
|---|---|
| Address 1 | The home address of the employee. |
| Address 2 | The second line of the home address (if needed). |
| Address 3 | The third line of the home address (if needed). |
| Postcode | The postcode for the employee address. |
| City | The city of the employee address. |
| Country | The country of the employee address. |
| County | The state of the employee address. If a list is available, select the state from the list of states in the country you selected above. |
| Element | Description |
|---|---|
| Employee ref. no. | A reference number for the employee. |
| Employee class | The class of the employee. Select one of the employee classes and many elements on the Financial settings tab will be filled in with the class settings. |
| Branch | The branch or location of your organisation where the employee works. |
| Department | The department the employee works for. |
| Calendar | The calendar that describes the work hours of the employee and the time zone the employee works from. The default value is the calendar associated with the employee class. |
| Regular hours validation | The extent of validation of regular work hours for this employee. The default value is provided by the employee class. The following options are available:
|
| Reports to | The manager or other employee who is responsible for the employee assignments. This information can be used on assignment maps for finding a proper work group for approving claims, time cards, and related documents. |
| Salesperson | The salesperson identifier of the employee, if the employee is a salesperson. |
| Employee login | The username to be used when the employee signs into the system. |
| Currency ID | The currency to be used for the employee compensation payments. |
| Enable currency override | A check box that (if selected) indicates that the currency may be changed for particular documents associated with the employee. |
| Curr. rate type | The currency exchange rate type to be used for the employee. |
| Enable rate override | A check box that (if selected) indicates that the currency rate type may be changed for particular documents associated with the employee. |
| Labour item | The non-stock item (of the Labour type) used as a source of expense accounts for transactions associated with projects or contracts. |
| Forward emails | A check box that (if selected) indicates that this employee’s emails should be forwarded to the employee’s email address. |
| Time card is required | A check box that (if selected) indicates that time cards are required for this employee. |
| Webhook notification | A check box which (if selected) indicates that the system will send a notification when an employee is created or updated. |
| Target ratio % | The invoiceable part of the employee’s time. Used for inquires and reports. |
| Element | Description |
|---|---|
| Date of birth | The employee’s date of birth. |
| Element | Description |
|---|---|
| From | The start date of the time interval for which you want to generate empty time cards. |
| Until | The end date of the time interval for which you want to generate empty time cards. |
| Generate (button) | Generates released empty time cards for the specified time interval. |
| Cancel (button) | Closes the dialog box, and cancels the process of generating the time cards. |
| Element | Description |
|---|---|
| Active | A check box that (if selected) indicates that the employee currently holds this position. |
| Position | The position the employee held in the company between the start date and the end date (see below). |
| Start date | The date when the employee was appointed to this position. |
| Start reason | The reason the employee was appointed to this position. You can select one of the following options:
|
| End date | The date when the employee was appointed to another position or the employee’s employment in the company was terminated. |
| Terminated | A check box that indicates (if selected) that the employee stopped working for the company. |
| Termination reason | The reason the employee’s employment in the company was terminated. You can select one of the following options:
|
| Rehire eligible | A check box that (if selected) indicates that the former employee is eligible for rehire. This check box is available only if the Terminated check box is selected. |
| Element | Description |
|---|---|
| Supplier account | The supplier account to be used to record payments owed to the employee. |
| Supplier ledger sub. | The corresponding subaccount. |
| Prepayment account | The account to be used to record prepayments paid to the employee. |
| Prepayment sub. | The corresponding subaccount. |
| Cash discount account | One of the cash discount accounts used in the Supplier ledger workspace; this account is not actually used for employees. |
| Cash discount sub. | The corresponding subaccount. |
| Expense account | The account that will be used to record compensation amounts paid to the employee. |
| Expense sub. | The corresponding subaccount. |
| Sales account | The account to be used to record sales made by the employee, if applicable. |
| Sales sub. | The corresponding subaccount. |
| Element | Description |
|---|---|
| VAT zone | The applicable VAT zone. |
| Terms | The terms used as a schedule to pay salary or wages for the employee. |
| Element | Description |
|---|---|
| Payment method | The payment method to be used by default for compensation payments. The selected payment method defines the custom columns displayed in the Payment instructions field. |
| Cash account | The cash account to be used for compensation payments. |
| Charge bearer | Specifies which party will pay charges due for processing of the payment. |
| Account used for payment | The account used for the payment. |
| Element | Description |
|---|---|
| Attribute | The attribute name. |
| Required | A check box that (if selected) indicates that you will not be able to save changes in the employee record unless you specify an attribute value. |
| Value | The value of the attribute specific to this employee. |
| Element | Description |
|---|---|
| Add task | Opens the Task (CR306020) window so you can create a new task. |
| Add event | Opens the Event (CR306030) window so you can create a new event. |
| Add email | Opens the Send (CR306015) window so you can send an email to the lead. |
| Add activity | Contains a menu with menu commands that correspond to the list of activity types configured in the Activity (CR306010) window. By clicking a menu command, you open the Activity (CR306010) window, where you can create an activity of the corresponding type. |
| Element | Description |
|---|---|
| Type | The type of the activity. |
| Summary | The description provided for the activity. |
| Status | The status of the activity. |
| Mail status | The status of the associated email message (if applicable). |
| Released | A check box that (if selected) indicates that the activity has been released. |
| Start date | The start date and time of the activity. |
| Created at | The date and time when the activity was created. |
| Time spent | The total time spent on the activity. |
| Work group | The work group the activity is assigned to (if any). |
| Owner | The name of the user to whom the activity is assigned. |
| Column | Description |
|---|---|
| Workspace | The workspace where the mailing is defined. |
| Source | The entity, Supplier or Customer, that is the source of emails. |
| Mailing ID | The identifier of the mailing. |
| Employee class | The employee class for which the employee receives the mailing. |
| Description | The description that has been provided for the class. |
| Report | The particular report to be used as the body of emails if the mailing uses a report rather than an email template. |
| Notification template | The email template to be used to generate personalised emails for this mailing, if the mailing uses a template rather than a report. |
| Format | The format of the report, if applicable. |
| Bcc | A check box that you select to indicate that a blind carbon copy of emails will be sent for this mailing. |
| Active | A check box to indicate that this mailing is active for the employee. |
| Column | Description |
|---|---|
| Type of hour | The type of hour for the activity, which determines how labour price is calculated. |
| Description | The description provided for the type of hour. |
| Labour item | A non-stock item of the Labour type, which is the source of the expense accounts that the system uses for posting particular project transactions. |
| Default price | Read only. The default price of the selected labour item. This price is not used in project transactions and is displayed for information only. |
| Column | Description |
|---|---|
| Effective date | The date when the rates specified by this row become effective. |
| Type of employment | The type of employee with regards to pay. You can choose one of the following options:
|
| Regular hours per week | The work hours that the employee should spend during a week on activities with the Regular hours earning type. |
| Annual salary amount | The annual salary amount of the employee (only applicable for salaried employees). |
| Hourly rate | The hourly rate of the employee’s pay (only applicable for employees payed hourly). |
| Column | Description |
|---|---|
| Project | The specific project the employee participates in. |
| Task | The project task the employee works on. |
| Hourly rate | The hourly rate for this project task if the employee is paid on an hourly basis. |
| Element | Description |
|---|---|
| Status | The account status. The following options are available:
|
| User type | The user type of this user, which defines the set of roles available to the user and the creation rules of the user account. |
| Login | The username for authorisation within the system. |
| Password | The password the new user should use when initially signing in. This box is displayed (and is required) for newly added users and is available only if you clear the Generate password check box. |
| Generate password | A check box that you select to have the system generate the password automatically. This check box appears only for newly added users. The information to sign in will be sent to the user’s email address when you save the user account. |
| Reset password | Brings up a dialog box to let you reset the password for the selected user. This button becomes available after the user account has been created. |
| Activate user | Activates the new user account if the account requires activation. This button is available only for the user accounts with the Pending activation status. |
| Enable user | Enables the selected user account. This button is available only for disabled user accounts. |
| Disable user | Temporarily disables the selected user account. This button is available only for enabled user accounts. |
| Unlock user | Unlocks the selected user account. This button is available if the account has been temporarily locked. |
| Column | Description |
|---|---|
| Role name | The name that identifies the role. |
| Role description | The description of the role. |
| Column | Description |
|---|---|
| Delegate | The identifier of the employee who has been appointed a delegate. |
| Employee name | The full name of the delegate employee. |
| Column | Description |
|---|---|
| Position ID | The unique identifier for the position. |
| Description | A detailed description of the position |
| Element | Description |
|---|---|
| Calendar ID | The unique ID of the calendar. |
| Description | A description of the calendar. |
| Time zone | The time zone associated with the calendar. Select the proper time zone from the list of all time zones available. |
| Element | Description |
|---|---|
| Day of the week | The day of the week. Select the check box for the day if it is a work day. |
| Start time | The time when the working hours start on this day of the week. |
| End time | The time when the working hours end on this day of the week. |
| The goods are moved | A check box that you select if goods can be moved on this day of the week. |
| Column | Description |
|---|---|
| Date | The date of the exception. |
| Day of the week | The day of the week on the specified date. |
| Description | A description of the exception. |
| Work day | A check box that indicates (if selected) that this day is a work day. If this check box is not selected, the day is considered a non-working day. |
| Start time | The start time of the working hours. |
| End time | The end time of the working hours. |
| The goods are moved | A check box that indicates (if selected) that goods are moved on the date of the exception. |