Company & G/L Structure
The Company sits at the top of the database; it is your financial entity.
A Branch is any grouping of G/L data within the Company, such as a remote office, acquisition, or even another entity.
A Category is a way of categorizing the income and expense transactions for producing departmentalized profit and loss statements.
The Customer is a person, company or government entity with which your company is conducting business. Each customer may have an unlimited number of Sites, each of which may have an unlimited number of Systems.
The Site is the physical location of the property where equipment is installed or is being monitored and is associated with one Branch.
The System is the group of equipment installed and serviced by the company or an outside service company.
All financial transactions are created at the Site level and are associated with one system.
