New Company

Select File>New Company to create a new company file.

Database name—Enter the file name. This will be the name of the file in your Data folder and the name that appears on the Company tab of the Workspace pane of PBM™ or FCA™. The following characters may not be used: * . | ; “ < > ? / : ` ~ [ ] { } % ^

 Period Type—Select the period reporting structure for the company from the drop-down list.

• Month—Twelve monthly periods each year.
• 4 Week—Thirteen periods each year consisting of four weeks each.
• Quarter—Four periods each year consisting of three months each.
• Year—One period for each year.

Fiscal Year End Date—Enter the date when the current fiscal year will end.

Current Period End Date—Enter the date when the current period will end. This will depend on the selection made for Period Type. Enter the last day of the month if Month was selected, the last day of the quarter if Quarter was selected, etc.

Year—Enter the accounting Year for the company if the client has a fiscal year end.

Click to select the desired client group(s), if applicable.  The new file will be displayed in the current client group and the Default group.  You may select as many additional groups as are needed.