The Environment control functionality is part of Procountor's Accounting firm tools for partners.
The Environment control section allows accounting firms to view all customer environments at the same time in the same view. The function shows all environments that the user has the rights to.
If the company corresponding the environment is found in the customer register on the basis of the Business ID, the column Adjusted contains the text “OK” and you can either click the Show basic info button at the top of the view or double-click the row to go to the customer register’s Customer’s basic info view.
If the company’s name in the list is highlighted in red, a company corresponding the environment is not found in the customer register on the basis of the Business ID and it is not possible to go from the Environment control to the Customer’s basic info or Customer’s management view.
The buttons in the view
The Search button searches the companies that fulfil the search conditions and displays them in the list.
The Show basic info button takes you to the Customer’s basic info view in the customer register.
The Show management button takes you to the Customer’s management view in the customer register.
The Change company button takes you to the environment of the company selected in the list.
The HTML button opens the company list in HTML format in a new window.
The Excel button opens the company list in an Excel sheet.
From the Name search condition, you can select the companies to the search results directly or use the magnifying glass button to search a specific company.
From the Search result columns search condition you can directly select the information you want to show in the list, or use the magnifying glass button for searching the combination of columns. The default selection is ID, Customer number and Contract type.
In the ID search field you can enter the ID or part of it to search.
The default in the Reconciliation date field is the closing date of the period before the latest period.