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A legal agency is a legal entity to which resources, projects, invoices, etc. will be attached.
The configuration of this agency is essential as it will determine the default configuration for all records (resources, HR contracts, orders, invoices, etc.) attached to it.
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Create a new legal agency
Prerequisites
You must have administration access rights to create and configure a new legal agency.
Administration > Legal agencies section > + button at the top right
Only the name of the legal agency is required to allow its registration and thus its creation.
However, we recommend that you fill in the Information tab and the following data as soon as it is created:
General information this information will be included in the footer of your invoices and quotations
Legal information this information will be included in the footer of your invoices and quotations
Global configuration
Load coefficient and number of annual working days used for the calculation of the ADC
Type of work unit to determine whether your employees will log time in days or hours
Calendar which will be used for timesheets and absence requests
Tip
You can consult the page Legal agency configuration, Information tab, which details in this tutorial how to fill in this tab.
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Qualify a new legal entity
To complete the information for this new entity, you have 2 options depending on whether:
This new entity (Recipient Legal Agency) has the same characteristics as an existing legal agency (Source Legal Agency),
This new entity does not have the same characteristics as the existing legal agencies.
Same characteristics as an existing legal agency
Go to the existing source legal agency, on the tab that contains the same data as expected in the same tab of the new destination legal agency, then click on the icon
to "copy this tab to another legal agency".
Note
For invoicing, if you duplicate the configuration of one entity to another but want separate invoicing in terms of increment, you must specify a different invoice reference mask on your new entity than the one indicated in the copied legal agency.
Don't forget to edit the billing details that have been copied/pasted.
If needed, feel free to contact your BoondCoach or support.
IMPORTANT
To have a different increment for your second agency, it is MANDATORY to have a different first letter for the invoice reference mask.
For example, if invoices start with "F-" on the first agency, then you need a different character than "F" on the second agency.
Example:
Agency A = F-[AAA][MM]0001
Agency B = B-[AAA][MM]0001
Different characteristics from existing legal agencies
In this case, we invite you to fill in each tab with the data related to the new entity created.
Tip
You can consult the page Legal agency configuration to learn how to configure each tab.
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FAQ
I can't copy the data from one of the legal agency's tabs
It will not be possible to copy data if the target legal agency already has data entered and used in production (example - activity and expenses tab - a type of work unit present in one or more timesheets). Since this data cannot be deleted, the copy cannot be performed.
I can't copy the data - Focus on the HR data and specifics tab
If the source agency has a configuration by work units in the section "Types of work units that can grant benefits with the ExceptionalActivity app", referring to work units present in the "Activities and expenses" tab, copying this tab will fail because the links cannot be made between the relevant work units and the tab that references them.
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