The company has a new 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 since 08/01/2017 the CEO has changed. Just in case, let me remind you where the setting of the responsible persons of the organization is located in the program 1C: Accounting 8, edition 3.
In chapter The main thing open the list of organizations.

Open the organization card and in the section Main find information about the responsible persons:

We need to change the information about the head of the organization, but in such a way that before 08/01/2017 the data of the previous director are substituted in the documents, and from 08/01/2017 - the new one. To do this, use the hyperlink Story:

A window opens with information about all the leaders of the organization and here we click on the button Create Entering new information about the General Director:

Here it is important to indicate from what time the new leader has been acting:

We save new information and record new information about the organization.
Now, if we create an invoice or invoice, the dates of which are equal to or greater than 08/01/2017, then information about the new director will be displayed in the printed form:

If the date in the document is changed to any other, before 08/01/2017, then the previous director will be indicated in the 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, the name of the previous director, or the chief accountant or cashier is always printed in the documents. Previously, this situation also arose in 1C: Accounting 8, and now the problem has been fixed in this program, but it can occur in the 1C: ZUP or 1C: UNF program or in some other programs. In fact, everything is very simple, and there are no secrets here.
Almost all users in the course of work create documents in programs by COPYING. And, of course, when copying, you automatically transfer all information from the previous invoice or invoice to the new document. 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. just by clicking the CREATE button, or in the copied document, correct the signer. This can be done with the power of a hyperlink at the bottom of every document.

Organizations" in 1C? How to change the name of the chief accountant, cashier or director in 1C?

Our users periodically ask this and similar questions. Today we will look at the answer to them. Let's turn to the most common configurations that are used in the accounting departments of organizations. These are accounting versions of 1C 7.7, 1C 8.2 and 1C 8.3 versions. How to change in 1C:,?

1C 7.7 ====

Let's start with 1C 7.7. Those. 1C Accounting 7.7 for Ukraine release 302.

We open 1C in the "Enterprise" mode. Let's go to the directory of companies.

In the opened list of companies, double-click on the desired company.

In the company card, a section of responsible persons of the organization will be available, which can be edited by pressing the “…” button.

1C 8.2 ====

Let's continue changing responsible persons now in 1C 8.2. Namely, 1C Accounting 8.2 for Ukraine release 1.2.20.4. The fact that the consideration is made in the configuration for Ukraine is not important, 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 "persons of organizations" item.

And already in the "Responsible persons of organizations" window, you can create, delete and edit managers and other responsible persons both for individual organizations and for separate divisions.

From the same window, other subordinate directories necessary for such an operation become available - "Positions of organizations", "Individuals", "Organizations".

Separately, it should be noted that the list of types of responsible persons refers to such a data type as "enumeration". Enumeration values ​​are set at the initial stage of configuration, they do not change at the execution stage. If you need to edit this list, you can.

1C 8.3 ====

In the accounting version of 1C 8.3, changing the responsible persons of the organization does not fundamentally differ from the options discussed above.

We also open the Russian configuration of 1C Accounting 8.3 in the "Enterprise" mode. We find the menu section "Reference books and accounting settings", click on this item. Next, in the right menu, open the list of organizations by clicking on the menu item of the same name.

In the list of organizations, select the one in which you want 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 organization card that opens, select the item "Responsible persons".

Now, by selecting the "Responsible persons" field, you can see personal data. And by double-clicking on the records of the table on the right, you can change the records with the data of individuals, positions and dates of commencement of appointments. You can add or remove records from the list of responsible persons.

In the responsible card, you can also view the history of changes.

On this, we consider the coverage of the topic of changes in responsible persons to be completed.

Download illustrated instructions:

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In the 1C 8.3 Accounting 3.0 program, there is a special information register that stores data on the signers of documents reflected in printed forms.

Where in 1C to find and configure responsible persons?

First of all, let's fill in the signatures. You can find responsible persons in the "Signatures" section of the "Organizations" directory.

Three responsible roles will be available for you to configure: manager, chief accountant and cashier. Fill them out with employees and positions. This setting can be made both from the organization's card, and via the "History" hyperlink, which is located to the right.

The signature history form displays the individual, title, and effective date. Click on the "Create" button.

In the window that opens, select the position, physical. person and date.

All changes made will be reflected in the history.

Reporters are configured similarly to signatures. To go to this setting, follow the hyperlink of the same name.

Responsible in the reference-calculation

Let's consider the installation of signatures using the example of a depreciation calculation certificate. In the form of this report, click on the "Show settings" button.

After the report is generated, a line indicating the responsible person will appear in it.

This setting can be enabled not only in this report, but also in many others.

How to enter the responsible persons of the organization in the 1C 8.3 Accounting program?

“Responsible persons” in 1C Accounting 8.3 (3.0) is a register of information that serves to display the positions and names of signing officials in printed forms of documents. It does not register the actual hiring of an employee or transfer to another position, but only affects signatures in documents.

Where to find responsible persons in 1C Accounting? Head, chief accountant and cashier - are displayed in the "Signatures" section in the organization form ("Main" tab):

If the responsible person has changed, you can edit the data about him by clicking on the link. When initially filled in, the links will look like "Create". The link opens a form where you need to select an individual and position. The choice is available from the relevant directories. Please note that the name of the responsible person and position are not the same thing.

For example, a manager may be in the position of "director", "general director" or "president", a full-time chief accountant may also act as a cashier, etc.

Information about the responsible person 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 1C program also provides for other responsible persons - the head of the personnel department, those responsible for accounting and tax registers, an authorized representative, an executor. They are available in the organization form on the Responsible Persons tab.

To enter or change information about the responsible person, you need to select it in the left column and click "Create". The current responsible persons are displayed in the right column, with the history of changes saved.

Source: programmer1s.ru

Which serves to ensure that the positions and names of signing officials are displayed in printed forms of documents. It does not register the actual hiring of an employee or transfer to another position, but only affects 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 organization form (the "Main" tab):

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If the responsible person has changed, you can edit the data about him by clicking on the link. When initially filled in, the links will look like "Create". The link opens a form where you need to select an individual and position. The choice is available from the relevant directories. Please note that the name of the responsible person and position are not the same thing.

For example, a manager may be in the position of "director", "general director" or "president", a full-time chief accountant may also act as a cashier, etc.

Information about the responsible person 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 1C program also provides for other responsible persons - the head of the personnel department, those responsible for accounting and tax registers, an authorized representative, an executor. They are available in the organization form on the Responsible Persons tab.

To enter or change information about the responsible person, you need to select it in the left column and click "Create". The current responsible persons are displayed in the right column with the history of changes saved.