Main Tab
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.
Note: 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, 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 on the first line.
Suburb
This field's label is the Suburb on the Country Maintenance form. 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 on the Country Maintenance form. You can enter a 10 character alphanumeric post code, or select one from a dropdown list.
State
This field is enabled if the Use state in address details option on the Country Maintenance form is selected.
This field's label is the State on the Country Maintenance form. You can enter a 20 character alphanumeric state, or select one from a dropdown list.
If the employee is in Australia, you can only select these options from the State list:
- AAT - Australian Antarctic Territory
- ACT - Australian Capital Territory
- NSW - New South Wales
- NT - Northern Territory
- QLD - Queensland
- SA - South Australia
- TAS - Tasmania
- VIC - Victoria
- WA - Western Australia
You can edit or select a state.
Country |
Terminology |
Lookup Available? |
New Zealand |
City |
Yes |
Australia |
State |
Yes |
USA |
State |
Yes |
UK |
County |
Yes |
Canada |
Province |
Yes |
All Others |
State |
No |
Note: A state associated with a 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 option Use time zone in address details option on the Country Maintenance form is selected.
You can enter a six alphanumeric character time zone (recommended in standard format such as +12:00). If a suburb or postal code was selected from a list, the time zone associated with that selection is copied to this field.
Note: A time zone 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 on the Country Maintenance form. You can also enter 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 on the Country Maintenance form. You can also enter 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 on the General System Preferences form is Company, this is the email address that is used as the reply address for emails that are sent from Greentree Desktop 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
To use a background image that is different from the default, specify the file name here. The file must reside in your Greentree Desktop system directory, so 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
- Company Maintenance - Consolidations
- Transaction Trees
- General System Preferences