Using Affiliations

  • 13/09/2024
  • 3 minutes to read

This article describes the usage of affiliations in Continia Finance.

An affiliation is a relationship between two or more companies that are connected to each other for business purposes. If companies are affiliated in Finance, you have the option to see their combined data – such as G/L entries or VAT entries – in a single report.

To connect companies as an affiliation

Before you can make use of this feature, you have to connect your companies as an affiliation:

  1. Choose the Search icon, enter Extended Financial Reports Setup, and then choose the related link.
  2. On the Affiliation FastTab, enter a code in the Affiliation field. For example, AFF_01.
  3. Next, select the company icon to open the Available Companies pane and switch to the company that you would like to affiliate with the current company.
  4. Repeat steps 1 and 2, entering the same code you entered for the previous company. For example, AFF_01.

To see combined data as a single report

Once your companies are configured as an affiliation, you can see their combined data in a single report. To do this:

  1. Select Extended Financial Reports > Reconcile, then select either G/L Entries Overview or VAT Entries Overview.
  2. In the action bar, select Refresh Table to open the related overview.
  3. On the Options FastTab, enable the From Affiliation setting and make sure that the code in the Affiliation field is correct.
  4. Select OK at the bottom of the page.

Note

It's possible to achieve the same result by using the filters on the Filter: Company FastTab on the Refresh G/L Entries Overview and Refresh VAT Entries Accounting Review. Here you can also use an asterisk as a wildcard. For example, to include all companies with the word Cronus in their names, enter Cronus*.