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Liste des etablissements rattaches | ComptaShop
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Liste des etablissements rattaches

Liste des établissements rattachés

AUDITsoft permet de créer des entités rattachées à une entité principale comme dans le cas d’un siège et de ses établissements.

Les établissements peuvent être créés de deux façons.

Création d’établissements intégrés au siège

Ces établissements se créent directement à partir du siège et ils lui seront automatiquement rattachés.

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Cochez la case « Cet établissement est traité directement dans la mission en cours ». Donnez un nom à l’établissement et validez.

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Création d’établissements à partir de missions

Ce type d’établissements se crée comme une mission indépendante que vous attacherez ensuite au siège.

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Cliquez sur la flèche clip_image007.

A partir de l’arborescence de la liste des dossiers, sélectionnez les missions à rattacher.

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Validez ensuite l’écran suivant pour attacher la mission sélectionnée à la mission du siège.

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A tout moment vous pourrez, à partir d’une mission, consulter ou modifier les établissements attachés.

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