Multi-Entity Maintenance
By establishing a connection between two entities, Gravity has the capability to facilitate a transaction involving multiple entities. For instance, a vendor invoice voucher (bill) can be distributed to multiple entities using a single voucher. We recommend setting the relationship between the entities in both directions. Example:
Entity 1 | | Entity 2 |
|---|---|---|
ABC Company | <-> | XYZ Company |
XYZ Company | <-> | ABC Company |
This will ensure that the correct Due To and Due From accounts are used for each Journal Entry based on which entity originates it.
Access multi-entity functions from systems settings, system options.
Entity 1- Use the in-line search capability or the field's drop-down search box to select the originating entity.
Entity 1 Due From/To- Use the in-line search capability or the field's drop-down search box to select the GL accounts on the originating entity to represent the balancing accounts for inter-entity transactions.
Entity 2 Entity- Use the in-line search capability or the field's drop-down search box to select the destination entity.
Entity 2 Due From/To- Use the in-line search capability or the field's drop-down search box to select the GL accounts on the destination entity to represent the balancing accounts for inter-entity transactions.
Tip: When setting up numerous multi-entity relationships use a spreadsheet to assist in the process. Using spreadsheets help ensure that both ends of all relationships are accounted for properly. Configure the spreadsheet to match the multi-entity import format.