Companies, branches and dimensions, and what each one decides

For the whole-system operator — you run the books. Level 3 — configure and own.

By the end you can decide whether a new GadgetSphere operation is a company or a branch on the test that actually settles it, put every fact on the record that owns it — company, branch, location or one of the four analysis dimensions — name what each one decides in another module and what none of them will do, and explain any difference between a branch profit and loss and the trial balance behind it.

Before this series: Set up a new company end to end

Presentations

1. One tenant, three companies, and the list they all share — about 11 minutes, narrated
2. A branch is where you traded; a location is where the stock is — about 11 minutes, narrated
3. Branch and profit centre are two columns, not two names — about 12 minutes, narrated
4. What Finalise does with your tags, and where it stops — about 12 minutes, narrated
5. Why your branch profit and loss does not foot — about 12 minutes, narrated

Modules this series draws on

• Core Module
• Financial Accounting Module
• Inventory Module

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

• My E-Invoice Admin Applet
• Budgetary Applet
• Financial Report
• Ledger And Journal
• Chart of Account
• Organization
• Teams and Permissions
• How Work Actually Runs
• What a Void Undoes
• Setting Up a Group: What We Recommend
• Set of Books, Fiscal Years and Fiscal Periods
• Costing Internals
• Serial Numbers: What the Balance Means and When It Moves

All presentations · Presentations for the whole-system operator