Creating a new company

In order to follow the steps, you need to be logged into the top-most company in Fincon Accounting. If you open Fincon Accounting and you don’t have a choice of companies, this note doesn’t apply to you.

Navigate to the correct window

  1. Navigate to File / Company Maintenance.
  2. Ensure that everyone currently logged into Fincon Accounting has closed all of their windows.

Enter the company details

  1. Click the Add button.
  2. Enter the name of the new company in the Name text box.
  3. Select a company to copy the structure of from the Copy Structure From box.
  4. Select whether to copy transactions across by checking the Retain Data checkbox or leaving it unchecked.
  5. Enter a name for the sub-folder that will be created for the new company in the Folder text box.
The ‘structure’ refers to the following:

Inventory items
User Accounts
Sales Reps

Create the company

  1. Click the Accept button.
  2. At the confirmation window, click the OK button.
  3. Wait for the company to be created.
  4. Check that a confirmation window has appeared with the following message: The company has been added successfully.
  5. Click the OK button.
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