Entities List View

In QuickEasy BOS, an organisation must have at least one registered Entity but may have multiple registered entities.
A registered entity in this contact is an organisation with its own VAT registration number, and possibly income tax and company registration numbers.
Entity selections and filters are hidden by default if the database only has one registered Entity.
An organisation may create non-registered entities for each of its Sub-entities, Branches, Divisions, Departments, Inventory Locations, or Cost Centres. For example, if an organisation has a head office and four branch offices, it will create five entities so that it can assess the profitability of each branch office, the head office, and the organisation as a whole.
The following data can be linked to Entities:
- Static information like Contacts, Customers, Suppliers, and Users.
- Transactions.
- Service Manager entries.
General Settings and Currencies apply to all the Entities. A database can only have one Local Currency and one set of General Settings.

Navigation: Main Menu > Setup > Entities

Button	Description
View	Generates a list of Entities.
Arrow on View button: Reset Data Filter	Resets the selected Filters.
Tree View / Grid View	Applies to Entities View. Toggles between viewing Entities as a grid (Grid View) or an indented list (Tree View).
+ –	Expands or collapses the tree view.
New	Entity View: Creates a new Entity of the type selected from the dropdown list. The type cannot be changed afterwards. Staff View: Creates a new Staff member.
Output	Exports a list of Entities in .xlsx format.
Menu	Views – Entities: Changes the view to display a list of Entities. – Staff: Changes the view to display a list of Staff. Settings – User Access: Sets the User Access for Entities. – Edit Statuses (Entities): Allows users to create or edit Statuses for Entities. – Edit Statuses (Assets): Allows users to create or edit Statuses for Assets. – Edit Positions: Allows users to create or edit staff Positions. Layout

Filter	Description
Date	Selects a date option (e.g. No Date, This Week).
← →	Adjust the dates in the direction of the arrow.
Date Fields	Allows users to further refine the dates.
Created	A radio button. If selected, filters the records to show entities created on the specified date.
Updated	A radio button. If selected, filters the records to shows entities updated on the specified date.
Type	Allows users to select All or a specific Entity Type.
Status	Checkboxes for the main Status Groups that limit the display to the checked statuses. If none of the boxes are checked, all the records are shown.

Field	Description
Field Chooser (*)	Allows users to add or remove columns.
ID	The system-generated number for the entry.
Parent ID	The system-generated number for the parent. Tree view only.
Status	The Status of the entry.
Parent	The Parent Entity. Grid view only.
Type	The Type of entity.
Order ID	A system-generated number for the entity.
Name	The Name of the entity.
Code	The abbreviation of the Entity’s Name (code).
Cost Centres	The entity’s linked Cost Centres. Grid view only.
Monthly Cost	The fixed Monthly Cost. Grid view only.
Weeks	The number of Work Weeks in a year. Grid view only.
Hrs/Week	The number of Hours Worked in a week. Grid view only.
Rate	The Hourly Rate. Grid view only.
Created	The date on which the entity was created.
Updated	The date on which the entity was updated.
Updated By	The User who updated the entity.
Widget	A submenu, which can also be accessed by right clicking the entry, with the following functions: – View/Edit Note & Attachments: Allows users to create, view and edit Notes and Attachments. – Edit: Allows users to edit the record. – Delete: Allows users to delete the record under certain circumstances. – Move Up: Moves the record one line up. – Move Down: Moves the record one line down. Grid view only.

Navigation: Main Menu > Setup > Entities > Menu (button) > Staff

Field	Description
Field Chooser (*)	Allows users to add or remove columns.
ID	A system-generated number for the entry.
Entity ID	The entity’s system-generated number.
Entity	The entity’s Code.
Name	The Name and Surname of the staff member.
Known As	The name by which the person is known.
Created	The date on which the entry was created.
Updated	The date on which the entry was updated.
Updated By	The User who updated the entry.
Title	The staff member’s title (e.g. Mr, Dr, Ms).
Forenames	The first name of the staff member.
Surname	The surname of the staff member.
Tel	The staff member’s telephone number.
Mobile	The staff member’s mobile number.
Email	The staff member’s email address.
Note	The contents of any attached note.
Monthly Cost	The staff member’s monthly cost.
Widget	A submenu, which can also be accessed by right clicking the entry, with the following functions: – Edit: Allows users to edit the contact (staff member’s) record. – Delete: Allows users to delete the record.