IPOS ‐ CoAn Module configuration - BBCWiki/IPos-Internal GitHub Wiki

Creating permission

Define the permission for the CoAn (Analytic Accounting) module by executing the following query on the server in SQL Server Management Studio:

insert into SecuritySystemPermissions (OID, Name, Description, CategoryId) values (NEWID(), 'navBarItemAnalyticAccountability', 'Accounting --> Analytic Accounting', 3)

The permission can be associated then to the desired user roles which need to use the module.

After this has been done, (re)start IPOS and the Analytic Accounting (Contabilità Analitica) module will be available under the Accounting (Contabilità) menu inside Back Office.

Configuring data

From here, the user can define Accounts, Cost Revenue Centers and Accounting Movements. Budget Accounting Movements can also be imported from an excel file.

Defining Accounts

By selecting Chart of Accounts (Piano Conti), the user can create Accounts on 3 levels: Master, Account and SubAccount.

The accounts will be created under the company selected on the main page.

The user can add, edit or remove accounts.

Defining Cost Revenue Centers

Under the Cost Revenue Centers (Centri di Costo) the user can also add, remove or edit currently existing Cost Centers.

The Cost Revenue Centers will be as well created under the company selected on the main page.

Creating movements

Accounting Movements can be created, edited or removed as well, by entering on the Accounting Movements (Movimenti Contabili). Movements of the type Budget (BDG) can also be massively imported through an Excel file (similar to the process of Import Products), by selecting Import Budget.