Company Maintenance

 

Window Details

 

Navigation

 

Overview

 

Fields

 

 

How Do I

 

 

Select a Background Color for a Company

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

 

 

Test E-mail

Test Fax

Error During Electronic Delivery

Role Maintenance

 

 

 

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

Company Name

Company Type

Use as Default Company for Server Settings

 

 

 

1. Main

 

Country

Address

Module

Data Level

 

 

2. Additional

 

Name

Title

Telephone

Ext

E-mail Address

Trade Name

Federal Tax ID No.

State ID No.

   

3. Preferences

 

Print User Logon on Reports

Use Workstation Default Printer for STANDARD Report Setting

Use Workstation Default Printer for STANDARD Form Code

Allow External Access

Return City Names in All Caps

Default Country Code

Data Location

Payroll Data Location

Display Inactive Customers in ALE Lookups

Display Inactive Vendors in ALE Lookups

Display Inactive/Restricted Warehouses in ALE Lookups

Prompt for Accounting Date

Auto Set Accounting Date from System Date

Restrict Accounting Date to Current and One Future Period

Enable Web Services

 

 

4. Payment

 

Enable Payments

Timeout

Default Transactions to Process in Batch

Activate Debugging Log

Activate Debugging Display

Vault-Only ID / Virtual Terminal ID

Vault-Only Key / Merchant Key

Enable Payments for eInvoices

 

 

5. E-mail

 

Authentication Method

Address

Port

SMTP Encryption

User ID

Domain

Password

Confirm Password

Client ID

Client Secret

Auth End Point

Token End Point

Scope

Redirect URI

Redirect Port

Code Challenge Method

Use 128-bit Encryption for Password Protected Documents

 

 

6. Fax

 

Default Fax Printer

Fax Cover Page

 

 

7. Theme

 

Theme Code

Enable Company Specific Background Color