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Glossary

Foreign Branches / Fonds

Overview

Branches are created in the master data workspace Foreign branches / Fonds. You can create new branches and use the function Copy from... to transfer over information from existing branches.

The master data workspace Foreign branches / Fonds can be opened under Master Data | Foreign branches / Fonds.

The Foreign branches / Fonds master data workspace is displayed as follows, for example:

The 'Foreign Branches / Fonds' workspace is displayed.
'Foreign Branches / Fonds' workspace

Creating Foreign Branches / Funds

To create foreign branches / funds, proceed as follows:

1

From the drop-down lists, select the desired period and company for which you want to create foreign branches / funds.

2

Click Create. The following options are displayed:

Creating foreign branch / fund
3

Select the country in which the branch is located from the Country drop-down list.

4

Specify the ID and the name of the branch.

5

Using the check boxes Anlage AESt to be filled out and Anlage AEV to be filled out, indicate which of the enclosures are relevant for the branch.

6

Choose the Income type of the branch.

With the function Copy from... you can transfer branches that have already been created into the current period. Proceed as follows:

Copy From...

1

Click Copy from....

2

In the subsequent dialog, select a period from which the foreign branches are to be transferred to the current period.

The 'Copy foreign Branches / Fonds' workspace is displayed.
'Copy foreign Branches / Fonds' workspace
  • If there are no entries in the source period, the copy process will not be carried out.
  • If branches already exist in the target period, they will be deleted and replaced by the entries from the source period.

Last updated on May 28, 2026

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