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Entities Overview - Standard Setup

An entity is a set of accounts applied to a single organization. An entity can be composed of one person, an unincorporated business with an owner and a few employees, a partnership, a corporation, or a non-profit organization.

Note

Depending on the applications purchased by your company, entity-related tabs can display from either eFinancials or ePO menus.

Setup Details

Setting up entities is required when the global policy for Standard Setup is selected, and not available for Simplified Setup. The balance of this topic refers to Standard Setup only.

Setup Questions

Setup Questions General Tab

Setup Questions Default Budget Versions Tab

Setup Questions User/Group Access Tab

Setup Questions Consolidated Tab

See Also

Setup Details

Accounting Type

Displaying and Posting

Consolidated Reporting

Entities Tab Setup

General Ledger Overview

Setup Sequence

Set Up

Entities

User/Group Access Tab Entity

Associate

Consolidate Tab Entities

Copy

GL Accounts Copy Tab

Select for Setting Up

Departments Tab Setup

GL Accounts Tab Setup

Chart of Accounts Copy Tab Setup

Budget Versions Tab Setup

Budgets Tab Setup

Select for Processing

Batches General Tab

Journal Entries

Recurring Journal Entries Tab GL

Create Journal Entry Tab

Period Close Tab GL

GL Fiscal Year Close Tab

Select for Inquiring

Account Inquiry Tab

Account Balances Inquiry Tab

Account Transaction Inquiry Tab

Select for Reporting

Select Entities Tab

Report

Entity List Tab

Concepts and Processes Introduction

Setup Plan Introduction

Setup Sequence