Companies

Clicking the Companies tab displays the Companies home page where you can view a list of companies matching specific criteria, and perform actions such as creating companies. .
  • Click to open the List View drop-down menu, then select the list view you want. Using ClassicClosed In the View section, select the list view you want from the drop-down list.
  • Use to manage your list views. Using ClassicClosed Use the Create New View and Edit options to manage your list views.
  • From the list, click a record's name to go to its detail.
  • To edit a value, hover over the field until appears, then click the field. Press Enter to apply your edit, then click Save (shown below the list view). Using ClassicClosed Double-click the field, edit its value, then click Save.

What is a Foundations Company?

The Company object is a core component of FinancialForce Foundations. Other FinancialForce applications use this object and add fields, buttons, and functionality to it.

Foundations subscribes to company information that other FinancialForce applications publish and updates its companies based on this information. For example, when a company is created in FinancialForce Accounting, Accounting publishes that company and Foundations subscribes to it and creates the record in its company object. Similarly, when a company is updated in Accounting, that company is updated in Foundations.

Note:

If your organization uses FinancialForce Accounting, you must continue to update and add company data using the Accounting Company object and not the Foundations Company object.

You can also manually create company sites in Foundations to establish and maintain a hierarchy of sites that relate to a single company. You can reference a specific site from a billing document line item to identify the sender location for tax calculation purposes. For more information about company sites, see the related topics.

Permission to view, edit, and delete company and company site records is provided with the FDN Common Concepts - Company permission sets.