Creating a company location

A location can be either geographical (for global organizations) or departmental. Only the lowest level of a location can be assigned to an account.

  1. Access Treasury Administrator > Cash Setup > Company Locations.
  2. From the Actions menu, select Create.

    Use the following guidelines to enter field values:

    Company Location

    Location of the account


    Description of the location


    Select a currency from the list.


    Indicates if the location is active or not

  3. Click Save.
  4. Creating location hierarchy.
    1. Click the location that you want to create another location under.
    2. From the Actions menu, select Create Within.
    3. Type a location and a description.
    4. Click Save.