eSignature Legality for Business Transaction Management in Mexico

How to eSign a document: eSignature legality for Business Transaction Management in Mexico

[Music] hello this is Doug Johnson with acumatica in this video I'm going to show you how to add a new Branch to the demo data and enable it to make interner company transactions to start with um let's go in and look at configuration and the enabled disabled features area just to make sure the in Branch transactions is already checked which it is is because I've already installed the demonstration data next I'm going to go create a rooll for my new Branch I do that in configuration user security and under user roles oh I had a new role called Branch uh let's call it test and since we're going to be limiting the uh New Branch to see that we'll add the administrative user so that as soon as I add it I can actually go in and see my Branch the next thing I need to do is I go into organization organization structure and I go to my branches screen there I can add my new Branch I'll just call this one test and I'm going to keep the bare minimum in addition I'm going to select of course my new role for my ACCESS now I could have gone and added different things such as delivery settings GL accounts logo and employees but as I said we'll just keep this one simple for now the next thing I need to do is I need to configure my in company transactions so I'm going to go into Finance the general ledger and I'm going to go to the screen called in Branch account mapping to configure that so first I'll set up the do to and do from entries for my headquarters this will automatically create the appropriate entries when the headquarters originates the transac action and I'll save it now I also need to set up my posting Ledger for my test Branch so I could create a new Ledger if I wanted to and have a separate Ledger that's going to make things a little more complicated with reporting so I'll just stick with the same actual ledger so I'm going to hit save to save a little bit of time I'm going to do a copy paste here so we'll do a copy and a paste and we'll hit save so now my inner Branch transactions are all set up with that done let's go in and actually try and create one and see what our results are in this case I'm just going to add a simple general ledger transaction so we're going to go in and I'm going to want to specify an account uh we'll just use our sales account for this and create number that we can remember now I'm going to also go enter my test branch and let's make it uh a receivable and I'm going to go ahead and hit save after hitting release acumatica automatically Ates in Branch liabilities and assets so now let's go in and show how we can see that in the reporting area so I'm going to go back to my report section and let's go find a report where we have a unit set created for with branches now I'm going to have to do a slight modification for this one because I created a new Branch I'm going to go into this area and add my new test we just call that the test branch and I'm going to use my data source for that to be test Branch so now I can save that and close it and I can go ahead and take a look at my report I'm going to expand the groups so I can see my new test branch and let me make this window a little bit bigger and you can see that my uh account receivable has been created as well as a due to and due from entry so that's a short description of how to go in create a new branch in acumatica and set it up for inter Company [Music] accounting