Overview
By creating an Entity in SmartDocs 360, you will be able to begin uploading the relevant documents for the entity and have them processed in SmartDocs 360.
Instructions
| Navigate to Entities on the left-hand toolbar | |
| Select New Entity |
This will bring up the Entity Wizard
Select the country in which the entity is based and click Next.
Then enter the entity details.
Create an Entity
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Screen Options
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Explanation
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|---|---|
| Entity Name | Input the name of the entity |
| Entity Code | Input the entity code. This code can be used to search for the entity in the entities list more quickly. (optional) |
| Business Structure |
Select one of the following business structures via a drop-down table.
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| Industry | Select the industry of the entity. |
| Currency |
Select the currency used by the entity. |
| Assign to User-Entity Groups |
Select one group or multiple groups to have access to the entity. (optional) For more information about User-Entity Groups, click here |
From here, click to create the entity and move to the next screen in the Entity Wizard.
Users have the option to the rest of the Entity Wizard screens if the entity does not require any additional information or to be connected to another accounting software.
Continuing on with the Entity Wizard brings the user to the Add Business Number screen.
Identification
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Screen Options
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Explanation
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|---|---|
| Business Number | Input the business number of the entity. |
| Company Number | Input the Company Number of the entity. |
Both the Business Number and Company Number can be confirmed with the ABN Lookup by clicking . Once the ABN or ACN is confirmed to be a legitimate Number, field will gain a tick and the
link will become a view it link, going directly to the ABN/ACN's ABN Lookup page.
Once the information has been entered, click .
The next screen is the Connect with Accounting Software screen.
Connect with Accounting Software
Follow the instructions to connect the entity to the accounting software.
Once done, click .
The next screen is the Create Default Tax Rates screen.
Create Default Tax Rates
Select the tax rates applicable to the entity. For information on adding tax rates to SmartDocs 360, click here.
Once done, Click to continue.
The final screen is the Upload first document screen.
Upload first document
Users can upload their first document here, or try select a sample document, to see how it appears in SmartDocs 360.
Once done uploading and/or selecting sample documents, click .
Users will be taken to the Entity's Documents screen.