Viewing Companies
The Company List page displays the list of company codes to which a user has access, based on their assigned authorization profile. Although only users with the Master role can freeze companies, all other users have read-only access to this page. Users can filter the company list, or click on a company to view the company details page.
To view and filter the company list:
- Access the company list from the main menu or from the Action Center.
- Click Main Menu > Administrator Menu > Freeze Company.
- Alternatively, navigate to the Action Center and click on the status in the Frozen Company tile.
Note: Users with read-only permissions can only access this page through the Action Center.
- The Company List page opens, with the list of company codes to which you have access.
- Click on a company code row to open a details page with information about the selected company, such as the currency or leading accounting standard.
- Use the filters in the left-panel to narrow down the results on the company list page.
Note: If you access this page from the Action Center, the Status filter is preset to only display frozen companies. To view all company codes, deselect the Status filter.
- Use the search field to search the filters.
Note: To clear the filter and view the full list, delete the search term.
- Click to customize the filters that are displayed in the left-panel.
- To save your filter settings as a favorite, click .
- To access the saved landing page, click the Main Menu and select Favorites . Open the menu under Searches and select the required filtered landing page.
- To share a filtered landing page with other users, click . Note that other users may not see the same search results if they do not have the same viewing rights.
See also:
Nakisa Lease Administration 2022.R2-SP © 2024
|
Nakisa Inc. All rights reserved worldwide. |