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 Company Name	Company Type Use as Default Company for Server Settings

1. Main
Country Address ZIP/Postal Code City State/Province Telephone	Fax E-mail Address URL 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 Display Inactive Vendors Display Inactive Items Display Inactive/Restricted Warehouses Enable Web Services

4. Dates
Prompt for Accounting Date Auto Set Accounting Date from System Date Restrict Accounting Date to Current and One Future Period	Use Document Warning Date Document Date - Prior Periods to Allow Outside of Current Period Document Date - Future Periods to Allow Outside of Current Period

5. 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

6. 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 Code Challenge Method Use 128-bit Encryption for Password Protected Documents

7. Fax
Default Fax Printer	Fax Cover Page

8. Theme
Theme Code	Enable Company Specific Background Color