Companies
Overview:
Companies in Workbench is a place for entities including customers, suppliers, and subcontractors, both internal and external. It forms not only a directory but an integrated and central location for extended data relating to the company. This data can then be brought into invoices and reports.
Users can have editing abilities based on their assigned Roles and underlying Permissions, namely Edit Company and Edit Company Contact Details and Notes. Otherwise the data will be read only for users that have Companies in their Site Map.
Screen Guide:
Initial Screen:
This screen gives an overview of all existing companies. You can use the Filter to narrow down the list to find the company you are looking for. To create a new company, use the + New Company, and to edit an existing one, click on the Company Name field of the desired company.
Important:
Be sure you are aware of the process your business is using for company creation. Some financial integration options depend on companies being set up in the financial system first and then importing them into Workbench. If you create a company in Workbench first, it will not be transferred to the financials and subsequently invoices created under it will not export.
The Company fields below are sourced from the Template Company defined on the Financial Company. Some fields like the Payment Terms are imported from the Financial System, however, if not set, Workbench will use the Terms on the Template Company:
Company Type
Price Code
Location Code
Branch Code
Other
Credit Status
Currency Code
Payment Terms (Days )
Payment Terms Type
Use GST - always sourced from the Template Company.
Inactive status:
A company can be made inactive so it is no longer available for use (most commonly on Suppliers to avoid creating POs with inactive suppliers).
Depending on the integration with the Financial system this status may be synced from the financial system to Workbench.
All financial integrations via API support the syncing of the active/inactive status back to Workbench. Specifically:
SAP B1, Business Central, MYOB Accumatica (Advanced), MYOB AccountRight, Xero, Business Central/Wiise.
Business Central - when the Blocked field is set to All, the company is synced in Workbench as Inactive.
Xero - when the company is archived in Xero it will sync as inactive back to Workbench.
SAP B1 - when the company is flagged as Inactive, this is synced to Workbench.
Create/Edit Company:
Next Steps:
Once set up, companies can be used throughout Workbench.
You can edit companies at any point in the future.
Use setting 'Company Tabs' to control what tabs are visible to whom. This can be set globally or By Person.