Your account and your companies

Simafri ERP separates two things, and that separation serves you every day:

• the account is your house: your subscription, your access and your shared settings;
• the company is the legal entity that issues the documents. Your account carries as many as you have.

What each company carries

Each company keeps what belongs to it alone, which lets two entities of the same group work side by side without mixing:

What the company carries	What it gives you
its bookkeeping currency	books kept in the currency of its country
its jurisdiction	the mentions expected by the issuer's country
its legal mentions and its logo	its legal and visual identity on every piece
its numbering series	a continuous numbering of its own
the opening month of its financial year	series that follow your financial year, not only the calendar year

These are set under La société, Réglages (The company, Settings), a screen open to the Owner rank. See Getting started.

Switching company

The selector at the top of the left-hand menu lists the companies on your account, with the currency of each. You pick the one you are working on, and every screen follows. The Changer de société (Switch company) entry brings back the same list.

To open one more company, send the request to your Simafri support channel: it is added to your account and appears in your selector.

Sharing your parties and your catalogue

The sharing setting belongs to the account and is shown under Réglages, in the "Partage entre les sociétés du compte" (Sharing between the companies on the account) panel. Two choices, taken separately for parties and for the catalogue:

• Commun à toutes les sociétés (shared by all companies): a customer entered once serves all your companies;
• Propre à chaque société (specific to each company): each company keeps its own list.

This setting acts when a party or an item is created. To change it, or to redistribute what already exists, go through your Simafri support channel.

Your team's access

Each person has their own access, with their own password, which lets your account's journal say who did what. An access carries a rank and a scope of companies.

Rank	What it opens
Propriétaire (Owner)	the whole account: access, the company Settings, Payment methods, Bank accounts and the Chart of accounts
Gestionnaire (Manager)	day-to-day management: documents, parties, catalogue, payments, stock and reconciliation
Opérateur (Operator)	work within the scope granted

The scope of an access covers either every company on the account, including those opened later, or only the companies named: that is how an accountant who keeps only one of your five companies sees that one alone.

Your name and your rank appear at the bottom of the left-hand menu, above Mon accès (My access) and Se déconnecter (Sign out).

Opening an access

The Le compte, Accès (The account, Access) group of the menu, open at the Owner rank, lists the people who keep the books of your account. Ouvrir un accès (Open an access) asks for four things:

• Nom de la personne (Person's name): the one that will appear in the log, under each of their gestures;
• Adresse électronique (Email address): the one they will sign in with;
• Rang (Rank): Propriétaire, Gestionnaire or Opérateur;
• Périmètre (Scope): tick the companies concerned, or tick nothing to open every company on the account, including those that will be created later.

The password is drawn at random and shown once, on the next screen. You pass it on to the person, who then changes it from Mon accès: a password belongs to the person who carries it, and nobody chooses it in their place.

One email address belongs to one customer account. Someone who also works for another Simafri customer signs in to each with an address of their own.

Setting, suspending, restoring

A person's record, opened from the list, carries everything else:

• Rang et périmètre (Rank and scope) are changed and saved in one gesture;
• Donner un nouveau mot de passe (Give a new password) answers the lost password: the new one is shown once, to pass on, and that person's open sessions close;
• Suspendre l'accès (Suspend access) closes the current session and shuts the door from the next sign-in;
• Rétablir (Restore) reopens the access and hands over a fresh password, to pass on as well.

Two rules keep your account open, and both serve you: the last active owner stays owner and active, and everyone is suspended by someone other than themselves. Handing over remains possible as soon as a second owner is in place.

The first access on your account is opened by Simafri at delivery. If the last owner loses their password, your Simafri support channel hands them a new one.

My access

Under your name, at the bottom of the menu, Mon accès (My access) is open at every rank:

• Votre nom (Your name) can be corrected, as it appears in the log under each of your gestures;
• Votre mot de passe (Your password) is changed by giving the current one, then the new one twice. Count on twelve characters at least. Your other sessions close at that point.

This is the screen that makes your access truly yours: the one you received when it was opened was drawn at random by the person who opened it.

Your email address and your rank are set, for their part, from Le compte, Accès, by an owner of the account.

Your subscription and your Simafri invoices

Your ERP subscription is followed in your client area, my.simafri.com, under Billing: your proformas awaiting payment, your invoices and your credit notes, each downloadable as a PDF.

• Paying: open the proforma, then View and pay. Payment is made online by card, PayPal or bank transfer, according to the methods available in your country;
• Renewing: the renewal proforma is issued before the due date and appears in your client area; you simply settle it;
• Knowing the detail and the price of your offer: they are on your quotation and in your client area, and your Simafri support confirms them.

For any question about a payment, an invoice or a due date, go through your Simafri support channel: your request stays attached to your file.