Enabling Multiple Companies Configuration

This Feature Console page enables the Multiple Companies Configuration feature so that you can define the following information for multiple companies:

Accounts payable control and accounts receivable control GLAs
Credit terms
Default tax
Multi-account contacts

Instead of retrieving this information from the Account object, it is retrieved from the following fields on the Multiple Companies Account Config custom object:

Accounts Payable Control
Accounts Receivable Control
Input VAT/GST Code
Multi-Account Credit Terms
Output VAT/GST Code
Tax Status

The contacts are retrieved from the multi-account contact records that are associated with the multiple companies account config.

Notes:

If you are upgrading Accounting to Spring 2024 or Summer 2024, and you are already using the Multiple Companies Configuration feature to define default tax information, you must also define the following information for multiple companies:
- Accounts payable control and accounts receivable control GLAs
- Credit terms
- Finance contact
If you are upgrading Accounting to Winter 2025 or later, it is not mandatory to define the information above.

To easily create the necessary multiple companies account config records containing the additional information, we recommend using Datastream. For more information, see Managing Multiple Companies Account Configs.
If you use the Multiple Companies Configuration feature, the fields of any records on the Multiple Companies Account Config object override the related fields on the Account object. For more information, see Multiple Companies Account Config Fields.
If you are upgrading Accounting from a version prior to Spring 2024, you must perform step 5.

Work through the steps in the order shown.

For each automatic step, click Perform. When the step has completed, the Status changes from "Not Done" to "Done".
For each manual step, follow the instructions on screen then click Mark As Done when the step is complete. More information about performing the manual steps is provided below.

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.