In Attaché, different data sets are referred to as “companies”. For example, you can create separate companies for your accounts and payroll data.
Additionally, Attaché Software recommends that you keep your historical financial year data in separate companies, e.g. <COMPANY NAME> PAYROLL21-22, <COMPANY NAME> ACCOUNTS 21-22.
Attaché Software also recommends you name your current year data accordingly e.g. <COMPANY NAME> ACCOUNTS CURRENT, <COMPANY NAME> PAYROLL CURRENT.
Archiving before creating a new company and restoring data
If you wish to create a new company by copying the data from an existing company, you need to take an archive in the existing company first.
After you create the new company you will need to restore that archive into the new company. Otherwise, after creating a new company you will need to set up the options for each module and then enter the data.
To create a new Attaché company
Choose File, Set Up and Delete Companies
In the Company field, enter the name for the new company, and click Enter or tab out of the field. When prompted to confirm that you want to add a new company, choose Yes.
The Database Name and Resource Folder are populated automatically.
In the Access Options task area, you can control access to the company. For example, you can choose to block other users from accessing the company altogether or disable editing in the company.
Note: Another way to restrict users from accessing companies is to choose File, Maintain Users, Maintain, then choose Companies (F7) to specify which companies are available to each user.When satisfied with the details you have entered, choose Accept (F9) to create the new database for this company.