New Entity

Create new entities as follows:

  1. Open the New Entity dialog, by either:
    1. Selecting File | New | <Published template>.

      2. Select a published template from the list on which to base your new entity.

    2. Selecting Financial Period Templates | Template Manager. Highlight a published template and click the New Entity button on the Template Manager dialog.
    3. Clicking the Create a new entity icon.
  2. Enter a name and code for the new entity.
  3. Specify the Start date and End date of the first period you wish to produce accounts for. You only need to enter a Start date if the length of the first period equals 12 months. In the following example, clicking OK will create a new Test Co entity with an End date 05/10/2012.

  4. Click OK. The new entity opens automatically.

    5. Click the Entity Structure link on the Summary tab to view the default structure of the new entity.