How to change the responsible person in 1s comprehensive. Accounting info
Organizations "in 1C? How to change the name of the chief accountant, cashier or director in 1C?
Our users periodically ask such and similar questions. Today we will consider the answer to them. We turn to the most common configurations that are used in accounting departments of organizations. These are accounting versions 1C 7.7, 1C 8.2 and 1C 8.3 versions. How to change in 1C:,?
1C 7.7 \u003d\u003d\u003d\u003d
Let's start with 1C 7.7. Those. 1C Accounting 7.7 for Ukraine release 302.
We open 1C in the Enterprise mode. Go to the directory of firms.
In the list of companies that opens, double-click on the desired company.
A section of the organization’s responsible persons will be available in the company’s card, which can be edited by clicking the “...”
1C 8.2 \u003d\u003d\u003d\u003d
Let's continue the change of responsible persons now in 1C 8.2. Namely, 1C Accounting 8.2 for Ukraine release 1.2.20.4. The fact that consideration is performed in a configuration for Ukraine is not fundamental, the general meaning of the actions will be similar for the main 1C configurations for other countries.
We open 1C in the usual "Enterprise" mode. Go to the "Enterprise" section. This can be done both from the main menu and from the function panel. Next, select the item "faces of organizations."
And already in the window "Responsible persons of organizations" you can create, delete and edit managers and other responsible both for individual organizations and for separate departments.
From the same window, other subordinate directories, such as “Positions of organizations”, “Individuals”, “Organizations”, become available, and are available.
Separately, it should be noted that the list of types of responsible persons refers to such a type of data as “enumeration”. The values \u200b\u200bof the enumerations are set at the initial stage of configuration; they are not changed at the execution stage. If you need to edit this list, you can.
1C 8.3 \u003d\u003d\u003d\u003d
In the accounting version 1C 8.3, the change in the responsible persons of the organization does not fundamentally differ from the options considered above.
The Russian configuration of 1C Accounting 8.3 is also opened in the "Enterprise" mode. We find the menu section “Directories and accounting settings”, click on this item. Then in the right menu we open the list of organizations by clicking on the menu item of the same name.
In the list of organizations we select the one in which it is necessary to change the responsible persons. In our example, we will choose the one that is installed as the main one.
In the right menu of the opened organization card, select the item "Responsible persons".
Now, choosing the “Responsible persons” field, you can see personal data. And double-clicking on the records in the table on the right, you can change the records with the data of individuals, positions and dates of the beginning of the appointment. You can add or remove entries from the actual list of responsible.
In the responsible card, you can view the history of changes.
On this, we consider the coverage of the topic of changes of responsible persons to be completed.
Download illustrated instructions:
How to change the name of the chief accountant in 1s?
Where in 1C 8.2 to change the chief accountant
1s82 I can not change the name of the accountant in the documents
How to change the name of the responsible persons in 1C?
Responsible persons of organizations in printed forms in 1C
How to change responsible persons in 1C?
Change of responsible in 1C
how to change responsible person in 1s
how to change the person in charge in 1s
In the program 1C 8.3 Accounting 3.0, there is a special information register in which data is stored on the signatories of documents reflected in printed forms.
Where in 1C to find and configure responsible persons?
First of all, fill in the signature. You can find responsible persons in the "Signatures" section of the "Organizations" directory.
Before you will be available to configure three important roles: manager, chief accountant and cashier. Fill them out, specifying employees and positions. This setting can be made both from the organization’s card, or via the “History” hyperlink, which is located to the right.
The signature history form displays the individual, position and the start date of the action. Click on the “Create” button.
In the window that opens, select the position, nat. face and date.
All changes made will be reflected in the history.
Responsible for reporting are configured similarly to signatures. To go to this setting, click on the hyperlink of the same name.
Responsible in the reference calculation
Consider the installation of signatures on the example of a reference-calculation of depreciation. In the form of this report, click on the "Show Settings" button.
After the report is generated, a line will appear in it indicating the person responsible.
This setting can be included not only in this report, but also in many others.
How in the program 1C 8.3 Accounting to register the responsible persons of the organization?
“Responsible persons” in 1C Accounting 8.3 (3.0) is a register of information that serves to ensure that in printed forms of documents the positions and surnames of signing officials are displayed. It does not register the actual admission of an employee to work or transfer to another position, but affects only signatures in documents.
Where to find responsible persons in 1C Accounting? The head, chief accountant and cashier are displayed in the "Signatures" section in the form of organization (tab "Main"):
If the person in charge has changed, the data on him can be edited by clicking on the link. Upon initial filling, the links will look like “Create”. The link opens a form where you need to choose an individual and position. The selection is available from the respective directories. Please note that the name of the person in charge and the position are not the same.
For example, a manager can be in the position of “director”, “general director” or “president”, a staff chief accountant can also act as a cashier, etc.
Information about the person in charge indicates a specific date, while the program records the history of changes. Thus, when printing documents, the display of signatures will depend on the date. Those responsible persons who act on the date of the document will be displayed.
The program 1C also provides for other responsible persons - the head of the personnel department, responsible for accounting and tax registers, an authorized representative, and an executor. They are available in the form of organization on the tab "Responsible persons".
To enter or change information about the person in charge, you need to select it in the left column and click "Create". The current responsible persons are displayed in the right column, with a history of changes.
Based on materials: programmist1s.ru
The company has changed CEO. How to change this information in 1C so that the program substitutes either the previous or the new director in the documents, depending on the date the document was created, we will consider in our new article.
So, in our organization, the general director was replaced on 08/01/2017. Just in case, I’ll remind you where the settings of the organization’s responsible persons are located in the 1C program: Accounting 8, edition 3.
In chapter the main thing open the list of organizations.
We open the organization card in the section Main we find information about responsible persons:
We need to change the information about the head of the organization, but in such a way that the data of the previous director was inserted into the documents by 08/01/2017, and from the 01/08/2017 by the new one. To do this, use the hyperlink History:
A window of information about all the leaders of the organization opens and here we click Create We introduce new information about the CEO:
It is important to indicate at what time the new leader acts:
We save new information and record new information about the organization.
Now, if we are creating an invoice or invoice, the dates of which will be equal to or greater than 08/01/2017, then information about the new director will be printed in print:
If the document changes the date to any other, until 01/08/2017, then the previous director will be indicated in printed form.
However, sometimes our clients, usually new ones, complain that despite the fact that the information about the responsible persons in the program has been changed and the name of the previous director, or chief accountant or cashier, is constantly being printed in the documents. Previously, this situation arose in 1C: Accounting 8, but now the problem is fixed in this program, but it can occur in 1C: ZUP or 1C: UNF or in some other programs. In fact, everything is very simple, and there are no secrets here.
Almost all users in the process of creating documents in programs by COPYING. And, of course, when copying, you automatically transfer to the new document all the information from the previous invoice or invoice. Including information about the signatories.
In this case, I can advise two options: either create a new document without copying the old one, i.e. it is by the CREATE button, or in the copied document, correct the signer. This can be done with the power of hyperlinks at the bottom of each document.
Which serves to ensure that in printed forms of documents the positions and surnames of the signing officials are displayed. It does not register the actual admission of an employee to work or transfer to another position, but affects only signatures in documents.
Where to find in 1C Accounting "Responsible Persons"? The head, chief accountant and cashier are displayed in the "Signatures" section in the form of organization (tab "Main"):
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If the person in charge has changed, the data on him can be edited by clicking on the link. Upon initial filling, the links will look like “Create”. The link opens a form where you need to choose an individual and position. The selection is available from the respective directories. Please note that the name of the person in charge and the position are not the same.
For example, a manager can be in the position of “director”, “general director” or “president”, a staff chief accountant can also act as a cashier, etc.
Information about the person in charge indicates a specific date, while the program records the history of changes. Thus, when printing documents, the display of signatures will depend on the date. Those responsible persons who act on the date of the document will be displayed.
The program 1C also provides for other responsible persons - the head of the personnel department, responsible for accounting and tax registers, an authorized representative, and an executor. They are available in the form of organization on the tab "Responsible persons".
To enter or change information about the person in charge, you need to select it in the left column and click "Create". The current responsible persons are displayed in the right column with a history of changes.