Go to Organization administration > Organizations > Legal entities.
- Select New.
- In the Name field, type a value.
- In the Company field, type a value.
- In the Country/region field, enter or select a value.
- Select OK.
- In the General section, provide the following general information about the legal entity: Enter a search name if it is required.
- If this legal entity is being used as a consolidation company, set the Use for financial consolidation process slider to Yes.
- If this legal entity is being used as an elimination company, set the Use for financial elimination process slider to Yes.
- Expand the Addresses section.
- Select Edit and enter address information, such as the street name and number, postal code, and city.
- Select OK.
- Expand the Contact information section.
- To enter a new Contact information record, select Add. To modify an existing communication record, select Advanced.
- Enter information about methods of communication, such as email addresses, URLs, and telephone numbers.
- Expand the Statutory reporting section, and enter the registration numbers that are used for statutory reporting.
- Expand the Registration numbers section, and enter any information required by the legal entity.
- Expand the Bank account information section, and enter bank accounts and routing numbers for the legal entity.
- Expand the Foreign trade and logistics section, and enter shipping information for the legal entity.
- Expand the Number sequences section to view the number sequences that are associated with the legal entity.
- Expand the Dashboard Image section to view or change the logo and/or dashboard image that is associated with the legal entity.
- Expand the Tax registration section, and enter the registration numbers that are used to report to tax authorities.
- Expand the Tax 1099 section, and enter 1099 information for the legal entity. (This is only necessary for a US-based company.)
- Select Save.
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