Handling Multiple Companies on One Database
cieTrade gives you the flexibility to track more than one profit center or company on a single database. Depending on the level of segmentation, you will be able to do the following:
1) Create multiple departments and run reports by them
2) Default or lock users into a specific department
3) Link to more than one set of accounting books
NOTE: all Counterparties, Products, and drop down menu selections are shared information that cannot be locked down by Department.
To set up the multiple departments, please click here.
To set up multiple department accounting integration:
To begin, simply navigate to Settings> Integration and select your accounting system from the drop-down. Click Connect to submit your selection.
1. You will then be directed to the Departments tab where you can select whether to use Multi Department Accounting. If you turn on this feature, you can link each department to a different accounting file. Without this feature selected, you will link your main department to a single accounting company, and all departments will post to that same company.
2. After a user has connected to an accounting system, that drop down will grey out so that you cannot choose another option. The only way to remove the integration is to click 'Disconnect'.
You will be automatically taken to the departments page where you will click on Connect to Accounting. This will take you to a
3. Once the link has been established, your browser will return you to cieTrade.net.
4. The final step necessary to connect cieTrade.net to your back-end accounting system is syncing your Counterparties, which were discussed initially during Step 1. To do this, please contact cieTrade Support via phone or email and we will sync your Counterparties for you.
The setup of your accounting integration is now complete. Just a note, it is possible for the accounting link to expire from time to time. If this should happen you will be notified with one of the following messages, depending on your accounting system:
If this should occur, simply click the Reconnect button to re-establish the link. You will then be returned to the page where you left off in cieTrade.net.
Confirmation of connection
You can always check that you are connected to the accounting system by looking at Settings>Integration to see the accounting system that you are linked to. Settings>Department will tell you the name of the specific accounting file that you are connected to.
To watch a short video demonstrating the process, please click here.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.