Entities Tutorials List Views

• In QuickEasy BOS, an organisation must have at least one registered Entity.
• An organisation may create 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. 
• Entity selections and filters are hidden by default if the database only has one registered Entity.
• A registered Entity can have its own VAT Registration Number. 
• 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

These tutorials explain how to access the various entity displays.

How to View a List of Entities in a Grid Structure

This report displays the Entity Names, Types, and Costs.

1. Navigate to Entities.
2. Click Menu (button) > Entities.
3. Change any of the filters if needed.
4. Click Grid View (button).
   • Note: If the button shows Tree View, then the Grid View is already active.
5. Click View (button).

How to View a List of Entities in a Tree Structure

• This report displays Entity Names and Types in a tree structure to highlight how the entities are nested.
• The tree can be collapsed or expanded by using the + and – on the Top Menu Row.

1. Navigate to Entities.
2. Click Menu (button) > Entities.
3. Change any of the filters if needed. 
4. Click Tree View (button).
   • Note: If the button shows Grid View, then Tree View is already active.
5. Click View (button).

How to View Entity Staff 

This report displays a summary of employees linked to an Entity and includes details such as their Positions and Costs.

1. Navigate to Entities.
2. Click Menu (button) > Staff.
3. Change the Date and Status filters if needed.
4. Click View (button).