accounting information system
What are the details need to be updated in the UBS system when I have created a new company in the UBS system?
Step 1: double click to UBS system and u will enter into the ‘Select Company’ page.
Step 2: Click ‘ADD’ to create a new company and a new directory for the company.
Step 3: After finish creating the new company, click ‘cancel’ and double click on the new company name.
Step 4: After double click from the company name, a ‘Housekeeping’ frame will come out indicating and u need to generate data file for the new company created just now. Click ‘OK’ to generate the file.
Step 5: When completing generate data, we will be entering the ‘Sign in’ page where we have to choose user ID as ADMIN and enters the password.
Step 6: After we sign in, ‘SETUP WIZARD’ will pop out and we will not like to update company information there, so just click ‘CANCEL’
Step 7: After that, we will be at the homepage of UBS system. To update company information we need to follow the following procedure:
HOUSEKEEPING > SETUP > GENERAL SETUP
Step 8: At the ‘GENERAL SETUP’ page, we will need to type in Company name, address, reference number. The most important thing is to maintain a right accounting year for the company.
For example: if the current accounting year is from 1 January 2010 - 31 December 2010, we need to enter 31 December 2009 at ‘Last accounting year closing date’ column.
Starting period is the month of the company accounting year, where 1= January, 2= February and followed accordingly.
Step 9: Click ‘OK’ and the company is setup is done.
Step 1: double click to UBS system and u will enter into the ‘Select Company’ page.
Step 2: Click ‘ADD’ to create a new company and a new directory for the company.
Step 3: After finish creating the new company, click ‘cancel’ and double click on the new company name.
Step 4: After double click from the company name, a ‘Housekeeping’ frame will come out indicating and u need to generate data file for the new company created just now. Click ‘OK’ to generate the file.
Step 5: When completing generate data, we will be entering the ‘Sign in’ page where we have to choose user ID as ADMIN and enters the password.
Step 6: After we sign in, ‘SETUP WIZARD’ will pop out and we will not like to update company information there, so just click ‘CANCEL’
Step 7: After that, we will be at the homepage of UBS system. To update company information we need to follow the following procedure:
HOUSEKEEPING > SETUP > GENERAL SETUP
Step 8: At the ‘GENERAL SETUP’ page, we will need to type in Company name, address, reference number. The most important thing is to maintain a right accounting year for the company.
For example: if the current accounting year is from 1 January 2010 - 31 December 2010, we need to enter 31 December 2009 at ‘Last accounting year closing date’ column.
Starting period is the month of the company accounting year, where 1= January, 2= February and followed accordingly.
Step 9: Click ‘OK’ and the company is setup is done.