Company Maintenance

Window Details
	Navigation
	Overview
	Fields

How Do I
	Create and Activate a Company	Select a Background Color for a Company
	Modify Company Preferences	Set Up Credit Card and ACH Payment Processing
	Set the Accounting Date from the System Date	Send a Test E-mail from Company Maintenance
	Set a Prompt for the Accounting Date	Print a Report, Listing, or Form
	Set Up Paperless Office	Test the PDF Converter
	Convert a Vault-Only Account to a Credit Card Processing Account

Related Topics
	Activate Module	Test E-mail
	Convert Module Data Files	Test Fax
	Copy Data	Error During Electronic Delivery
	Change Data Location	Role Maintenance
	Vault-Only Accounts

Navigation

Select Library Master Main menu > Company Maintenance.

Overview

Use Company Maintenance to create companies, set company-wide preferences, and define settings for credit card processing, e-mailing, and faxing. Each company is identified using a three-character company code. You can also use this task to activate modules and convert company data to the current level after performing an upgrade.

Fields

Company Code	Use as Default Company for Server Settings
Company Name

1. Main
Address	Fax
URL Address	Federal ID No.
E-mail Address	State ID No.
Trade Name	Module
Telephone	Data Level

2. Preferences
Print User Logon on Reports	Display Inactive Customers in ALE Lookups
Use Workstation Default Printer for STANDARD Report Setting	Display Inactive Vendors in ALE Lookups
Use Workstation Default Printer for STANDARD Form Code	Prompt for Accounting Date
Allow External Access	Auto Set Accounting Date from System Date
Return City Names in All Caps	Restrict Accounting Date to Current and One Future Period
Data Location	Enable Web Services
Payroll Data Location


3. Credit Cards
Enable Credit Card Processing	Activate Debugging Display
Timeout	Vault-Only ID / Virtual Terminal ID
Default Transactions to Process in Batch	Vault-Only Key / Merchant Key
Activate Debugging Log

4. E-mail
Address	Domain
Port	Password
SMTP Encryption	Confirm Password
User ID	Use 128-bit Encryption for Password Protected Documents

5. Fax
Default Fax Printer	Fax Cover Page

6. Theme
Theme Code	Enable Company Specific Background Color