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Setup Partnerships Grid

Make the following menu selections to display this grid:

eFinancials—Setup—Partnership Setup—Partnerships

Use this grid to manage Partnerships for Partnership Accounting. Partnerships must be set up if you want to use Partnership Accounting. Refer to the Partnership Accounting Overview for more information.

ClosedEffect of Permissions

Permissions must be set in the System module to access all Partnerships Setup activities.

Permissions for Partnerships

System module—Security—Users—Partnership Accounting—Partnership Setup—Partnerships

Partnerships setup has separate permissions for Add, Edit, Delete, View, and View Transactions.

Fields Lists

ClosedGrid Fields

Note

You can click a column title to sort the grid.

Or, click the Filter button in a column to filter the grid by that column.

Add Partnership button

Click the button to add a new Partnership.

Partnership ID

The Partnership identification. Click the ID link to view or edit Partnership details.

Refer to the Add/Edit instructions later in this topic.

Partnership Name

The name of the Partnership.

Documents

One of the following icons appears in this column:

No documents are currently stored for the Partnership. Click the icon to upload documents for the Partnership.

At least one document is currently stored for the Partnership. Rest your mouse pointer on the icon to see the number of documents stored. Click the icon to view, add, or delete documents.

For more information, refer to the Documents Tab instructions.

Transactions Transactions Icon

An icon appears in this column. Click the icon to view transactions for this Partnership.

The information shown includes Transaction ID, Sequence Number, Investor ID, Investor Name, Date of the transaction, Type of Transaction, Description of the transaction type, Amount of the transaction, and Ownership Contribution Percentage. Refer to Transaction Entry for more information.

Delete

Use the Delete button to delete a Partnership. Refer to the delete instructions later in this topic.

NOTE that a red dot indicates a required field or selection.

Column 1

Partnership ID

An identification label for the Partnership (for example, GPP for Grant Property Partnership). This ID appears on lists and in reports.

Name

Enter the Partnership name.

Lines 1, 2

Enter the street address for the Partnership using up to two lines. For example:

7563 Public Way

Suite 27

Zip / City / State

Enter the zip code, city, and state in which the address for the Partnership is located.

Country

Enter the country for the address where the Partnership is located.

Contact Title / First / MI / Last/ Suffix

Enter the name of the contact at the Partnership's place of business in the format Title, First Name, Middle Initial, Last Name, Suffix. For example:

Mr. Gregory C. Fish Sr.

Phone

Enter the phone number for the Contact, beginning with area code. This field accepts alphanumeric characters. Examples:

(813) 555-1234

813-555-1235 extension 1000

Fax

Enter the fax phone number for the Contact, beginning with area code. This field accepts alphanumeric characters. Examples:

(813) 555-1235

813-555-1235 extension 20000

Email

Enter the email address for the Contact using a standard email format. For example, UserName@company.com.

Notes

Enter notes about the Partnership in the text box (optional).

Column 2

Entity/Company ID

Click the Lookup icon to display the Select Entity/Company pop-up and select the Entity/Company ID for the Partnership. These codes are added to the system during Entity Setup (Standard Setup) or Company Setup (Simplified Setup), as applicable.

Cash Account

Click the Lookup icon to display the Select Account pop-up and select the cash account number for the Partnership.

Equity Account

Click the Lookup icon to display the Select Account pop-up and select the equity account number for the Partnership.

Contributions Account

Click the Lookup icon to display the Select Account pop-up and select the contributions account number for the Partnership.

NOTE that Entity/Company ID, Cash Account, Equity Account, and Contribution Account are used when the Partnership Accounting Transfer to GL process is run for transactions.

Property ID (Standard Setup Only)

Click the Lookup icon to display the Select Property pop-up and select the PropertyID for the Partnership.

Bank Account

Click the Lookup icon to display the Select Account pop-up and select the bank account number for the Partnership.

Dist. Expense Code

Click the Lookup icon to display the Select Expense Code pop-up and select the distribution expense code for the Partnership.

Note that PropertyCompany ID, Bank Account, and Dist. Expense Code are used when the Partnership Accounting Create AP Invoices process is run for transactions.

Button

Save

Click to save your changes.

Procedures

ClosedTo Add a Partnership

  1. Select Setup—Partnership Setup—Partnerships. The Partnerships page opens.
  2. Click Add Partnership. The Add Partnership page appears.
  3. Enter information for the Partnership. Use the field list for help.
  4. Click Save.

ClosedTo Edit a Partnership

  1. Select Setup—Partnership Setup—Partnerships. The Partnerships page opens.
  2. Select the ID link for the Partnership you want to edit. The Edit Partnership page opens.
  3. Edit the information for the Partnership. Use the field list for help.
  4. Click Save.

ClosedTo Delete a Partnership

  1. Select Setup—Partnership Setup—Partnerships. The Partnerships page opens.
  2. Click the Delete icon for the Partnership you want to delete. A confirmation message appears.
  3. Click Confirm Delete. The Partnerships setup page appears again.

See Also

Partnership Accounting Concepts Overview

Grid Footer Pagination Controls

Setup Introduction

 

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