New Company - Revision history

Marks at 16:48, 6 June 2016

2016-06-06T16:48:38Z

Marks at 16:47, 6 June 2016

2016-06-06T16:47:13Z

Marks: Created page with "Creating a new company file is easy in SME but first you must make sure that is what you want. This article goes through when you need or do not need a new company file and ho..."

2016-06-06T16:46:32Z

Created page with "Creating a new company file is easy in SME but first you must make sure that is what you want. This article goes through when you need or do not need a new company file and ho..."

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Creating a new company file is easy in SME but first you must make sure that is what you want.
This article goes through when you need or do not need a new company file and how to do it.

== How to determine if you need a new company file ==
There are pros and cons of creating a new company file so this guide will help you determine if a separate company file is needed.
Possible Issues with new company file:
* Separate dispatch scheduling
* QuickBooks files must match one for one with SME company files so you need one and only one QuickBooks file for each SME company file.
* Separate set of lists of open orders, invoices and so on so more difficult to manage.
Here are reasons you would want a separate SME and QuickBooks files:
* You already have separate QB files and want to keep it that way. In this case you will need a separate SME file for each QB file/company.
* Your business runs completely separate. This could be geographically separate or just separate employees for each business.
Most other case should have just one SME and one QB company file.

== How to create a new company in SME ==
# Select System>Connections>New Connection to create a new SME company
# Provide the Database name for the new company
# Provide the default path and other settings as specified here [[Connection]]

== Switch Company Files ==
To switch company files after they have been created just select System>Connections>Switch Company and login to the new company connection.

@@ Line 5: / Line 5: @@
 There are pros and cons of creating a new company file so this guide will help you determine if a separate company file is needed.
 Possible Issues with new company file:
-* Separate dispatch scheduling
+* Separate dispatch scheduling: If you have multiple SME company files you will not see a common dispatch for scheduling and could over schedule a tech if they are working for both companies.  There is NO sharing of information between one company file and another.
 * QuickBooks files must match one for one with SME company files so you need one and only one QuickBooks file for each SME company file.
 * Separate set of lists of open orders, invoices and so on so more difficult to manage.

@@ Line 16: / Line 16: @@
 # Select System>Connections>New Connection to create a new SME company
 # Provide the Database name for the new company
-# Provide the default path and other settings as specified here [[Connection]]
+# Provide the default path and other settings as specified here [[Set up of initial company data connection]]
 == Switch Company Files ==
 To switch company files after they have been created just select System>Connections>Switch Company and login to the new company connection.