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Enter the company name and address details on this tab, along with system-wide defaults.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Code

Enter up to eight alphanumeric characters to identify the company.

InformationYou replace the code of an existing company with a new one. Save the form, and a warning message displays to indicate this may take some time, particularly if you are using transaction trees.

Name

Enter a company name of up to 30 alphanumeric characters.

Address Lines

Enter up to 50 alphanumeric characters per line to represent the address for the company. You must enter a description into the first line.

Suburb

This field's label is the Suburb in Country Maintenance. You can enter a 50 character alphanumeric suburb, or select one from a dropdown list.

Post code

This field's label is the Postal code in Country Maintenance. You can enter a 10 character alphanumeric post code, or select one from a dropdown list.

State

This field is enabled if the Country Maintenance option Use state in address details is selected.

This field's label is the State in Country Maintenance. You can enter a 20 character alphanumeric state, or select one from a dropdown list.

You can edit or select a state at any time.

Country

Terminology

Lookup Available?

New Zealand

City

Yes

Australia

State

Yes

USA

State

Yes

UK

County

Yes

Canada

Province

Yes

All Others

State

No

InformationA state associated with a (subsequently selected) post code or suburb always overwrites any existing value in this field.

Country

Select the country in which this company will operate.

T/Zone

This field is enabled if the Country Maintenance option Use time zone in address details is selected.

You can enter a six alphanumeric character timezone (recommended in standard format such as +12:00). If a suburb or postal code was selected from a list, the timezone associated with that selection defaults into this field.

InformationA timezone for a (subsequently selected) post code or suburb always overwrite any existing value in this field.

Phone

Enter up to 50 alphanumeric characters for the company's phone number. If phone masking is in use, this field is formatted with the phone or fax mask defined in Country Maintenance. You can also enter free-form text following a masked format if required, for example, for an extension number.

Fax

Enter up to 50 alphanumeric characters for the company's fax number. If phone masking is in use, this field is formatted with the phone or fax mask defined in Country Maintenance. You can also enter free-form text following a masked format if required, for example, for an extension number.

Email address

Enter up to 50 alphanumeric characters for the company's email address. If the Reply address level in General System Preferences is Company, this is the email address that will be used as the reply address for emails that are sent from the system when logged into this company.

Web address

Enter up to 50 alphanumeric characters for the company's website address.

Return Address

Enter up to 30 alphanumeric characters for the company's return address. You can print the address on special forms.

Base Currency

Specify the base currency that this company uses.

Default Calendar

Select the default calendar that masterfiles uses when they are created. You can assign different calendars to masterfiles.

Backwash file name

If you want to use a background image that is different from the Greentree default, specify the file name here. The file must reside in your Greentree system directory, so you only need to specify the image's file name.

Spell check language

Select the language the company uses for checking spelling:

  • American English
  • British English
  • Canadian English

Consolidation company

This option is enabled if the Global Finance Consolidation module is in use.