This topic discusses how to establish the system setup information required for data entry in Administration. You will find the details for User-defined options, including general setup, user permissions, parameters, and querying the database.

 

A company's specific configurations in the system are known as categories. Administrators establish category items in Administration.

•Categories are universal to all datasets.

•An administrator creates and configures specific categories for their company.

•When an administrator creates categories, they apply to all datasets and any changes made to them effect prior and current year data.

•A user must have administrator permissions assigned to create categories.

•Avoid using symbols when creating category names; they may appear incorrectly in reports. Use the list of special characters in the reference section to determine if a symbol appears correctly in reports.

 

•Codes are user-defined. You can enter any combination of alpha and numeric characters, including spaces.

•If you have codes established in another application, consider using those codes in ONESOURCE Tax Provision to create a one-to-one relationship with the data in the other application.

•The application uses System codes for automatic postings.

•Some codes determine the presentation of data in reports.

•Administrators are responsible for creating and maintaining codes.