Understanding Akuiteo

Akuiteo enables a vertical and horizontal analysis of your company.

Vertical analytical approaches are a reflect of how the structure is organized into companies, divisions or entities. Only the company is mandatory. There is at least one company. If the entity "level" is not used, you can also use entities to represent the different cost and profit centers.

Horizontal analytical approaches can be performed on projects and products. These criteria enable the structure of the business information into domains such as Sales, Purchases, Time and Schedule.

The analytical approaches on projects must be preferred to analyze data. Akuiteo provides sections enabling the classification of projects into family / sub-family / department / activity.

These general terms enable users to tag external and internal projects.

Reminder:

Family and Sub-Family attributes are not hierarchical. These are two different approaches.

Department and Activity attributes are hierarchical. They have the same approach but on two levels.

About Companies and Subdivisions

A company can be structured as follows:

Company

Akuiteo is multi-company. Management objects (order, invoice, etc), employees, projects, accounting parameters and entries generated by management objects are structured per company.

A certain number of management parameters must be shared with all the companies. Other parameters can be different depending on the companies.

Some reference data can be stored in each company or be shared (using a specific company code: the multi-company code *****). This can be used for customers, suppliers, sold and purchased products, families.

The main part of the parameters (customers, sold products, suppliers...) can be created within only one company or for the ***** company.

The parameters added to the ***** company are visible in all the companies.

Division

The division is a subdivision of a company. It will be mainly used in large companies with a vertical hierarchy that requires several levels. There is also the notion of division grouping to get an additional level.

Entity

The entity is a subdivision of a company. It is, after the company and before the project, the second analytical approach in management and accounting. This analytical approach is usually used to identify Business Units or sometimes cost and/or profit centers.

You can allocate employees, projects, a set of management objects (sales and purchases modules) and then accounting entries on accounts 6 and 7.

A project can change entity: you just have to change the entity code on the project record sheet.

These approaches can be found in the following dashboards:

  • Sales dashboard
  • Purchases dashboard
  • Banking dashboard
  • Expected billing dashboard

The entities can be grouped into divisions.