Main
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.
You 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 |
A 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.
A 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.
- Masterfile Address/Contact Features
- Country Maintenance
- Spell Check Preferences & Execution
- Company Maintenance - Consolidations