Company Details

The Company Details form stores name and address information about your company. This can be printed on reports and letters and is used in credit bureau reporting. Some Client Settings values are set up automatically for you based on information you enter in the additional fields on this form.

Company Details form

Please refer to Company Details Basics for steps to access this form.

The Company Details form is a very convenient way to store and access your company information. Any field of the Company Details form can be pulled into a report or letter from anywhere in the system because all the Company Detail information is loaded into memory when you sign into Collect! Name, Address and Phone lines are used for credit bureau reporting. You can run multiple companies by logging into different databases. Each database stores its own company details.

Name

Enter the name of your company as you would like it to appear on reports and letters. If you are using the credit reporting module, please enter your company's name as you would like it to appear in credit bureau reports.

The Name field is 40 alpha-numeric characters and is referenced in reports by using the code @cd.na

FOR CBR: This field is reported as the Reporter Name.

Address

Enter your Street Address. There are three address lines on this form. The information you enter in these lines can be pulled into reports and letters. The information in these three lines is also included in credit bureau reports.

The format you use for your address is up to you. These fields are flexible.

Examples:

Name - Comtech Systems Inc.
Address - 859 Orono Ave.
Address 2 - #107
Address 3 - Victoria, BC V9B 2T9

Name - Comtech Systems Inc.
Address - #107 - 859 Orono Ave.
Address 2 - Victoria, BC
Address 3 - V9B 2T9

Name - Comtech Systems Inc.
Address - #107 - 859 Orono Ave.
Address 2 - Victoria, BC V9B 2T9
Address 3 - (empty)

The Address field is 40 alpha-numeric characters and is referenced in reports by using the code @cd.ad

FOR CBR: This field is reported as Reporter Address.
Length - 96 character (three lines)

Address 2

This address field can hold your City, State and Zip Code. Or, if you are using an Apartment # or Suite #, you can enter it in this line and use Address 3 for City, State and Zip Code.

The information you enter here can be pulled into reports and letters. It is also included in credit bureau reports. The format you use for your address is up to you. Address lines are flexible.

The Address2 field is 30 alpha-numeric characters and is referenced in reports by using the code @cd.ad2

FOR CBR: This field is reported as Reporter Address.
Length - 96 character (three lines)

Street No

Optionally, you can enter a street number here.

Address 3

This address field can hold your City, State and Zip Code. if you have used Address 2 for an Apartment # or Suite #.

The information you enter here can be pulled into reports and letters. It is also included in credit bureau reports. The format you use for your address is up to you. Address lines are flexible.

The Address3 field is 30 alpha-numeric characters and is referenced in reports by using the code @cd.ad3

FOR CBR: This field is reported as Reporter Address.
Length - 96 character (three lines)

Representative

Enter the name of your company representative. You might want to put the owner's name or president's name here. Many of the samples of letters and reports that are intended to be sent to your clients have this field placed in the letterhead, for example.

The Representative field is 40 alpha-numeric characters and is referenced in reports by using the code @cd.re

State

Enter your agency's State Name or Code.

ZIP

Enter your agency's ZIP Code.

Country

Enter the Country in which your agency is located.

Email

This field is used to enter your agency's central email address or the email address of your main representative.

Phone

Enter your Phone number. The maximum number of characters can be 23. This Phone number field is pulled into many of the sample reports and letters.

Many formats can be used. Be consistent throughout the database when entering phone numbers. You can easily manage the format if needed to be shown differently.

You can switch ON 'Only numerics in phone fields' in Screens and Messages to remove any non-numeric data from your phone fields.

Some format examples:

123-456-7890
123.456.7890

(123)456-7890 18004567890
1234567890

The Phone field is 23 alpha-numeric characters and is referenced in reports by using the code @cd.ph

If you use the Credit Bureau module, the Phone number is required and is output to the credit bureau file when created. Collect! will strip out any alpha characters automatically and will use a maximum of 10 digits as specified in the Metro Format specifications.

FOR CBR: This field is reported as the Reporter Phone.

Phone Ext

This field can optionally be used to enter an extension for the Phone field.

Fax

The Fax number is another phone number for your company. The maximum number of characters can be 23. This Fax number field is pulled into many of the sample reports and letters.

Many formats can be used. Collect! automatically strips out alpha characters when needed. Be consistent throughout the database when entering phone numbers. You can easily manage the format if needed to be shown differently.

You can switch ON 'Only numerics in phone fields' in Screens and Messages to remove any non-numeric data from your phone fields.

Some format examples:

123-456-7890
123.456.7890

(123)456-7890 18004567890
1234567890

The Fax field is 23 alpha-numeric characters and is referenced in reports by using the code @cd.fa

Fax Ext

This field can optionally be used to enter an extension for the Fax field.

Cell

The Cell number is another phone number for your company. The maximum number of characters can be 23. This Cell number field can be pulled into reports and letters. This is an additional phone number that you may use as needed.

Many formats can be used. Collect! automatically strips out alpha characters when needed. Be consistent throughout the database when entering phone numbers. You can easily manage the format if needed to be shown differently.

You can switch ON 'Only numerics in phone fields' in Screens and Messages to remove any non-numeric data from your phone fields.

Some format examples:

123-456-7890
123.456.7890

(123)456-7890 18004567890
1234567890

The Cell field is 23 alpha-numeric characters and is referenced in reports by using the code @cd.ce

Cell Ext

This field can optionally be used to enter an extension for the Cell field.

Detail

Several other Company Detail settings may be set at the global level. Press F1 for help when the Detail section is highlighted.

Commission

Up to four Commission Rates may be set with payment breakdown options. Press F1 for help when the Commission section is highlighted.

Tax

Up to four Tax rates may be set with payment breakdown options. Press F1 for help when the Tax section is highlighted.

Tax Rate

Enter the tax rate, if applicable. This rate will be entered automatically in the client settings for every new client that you enter in your system.

This is a percentage. (For example, 7% would be entered as 7.0) If you are taxed on the commissions that you earn, and this is a flat rate billed to your clients, please enter the percentage here and fill in the Tax ID # field, as well.

For example, in Canada, we have a Goods and Services Tax on all services we provide. This GST is 7%. In our province, we also have a PST that is 7.5%. These two numbers would be added together and 14.5% would be the flat tax rate to be entered in this field, as 14.5. These taxes can be separated out to print in reports.

This tax is only calculated on any commissions you receive on services or collections. If no taxes are applied to your commissions, then leave this field blank.

The Tax Rate field holds up to 6 digits (or 5 digits and a period, e.g. 7.4563) and is referenced in reports by using the code @cd.tr

Don't Calculate Tax

Switch this ON if you do not calculate tax.

OK

Select this button to save changes you may have made and return you to the previous form.

Cancel

Select this button to ignore any changes you may have made and return to the previous form.

Help

Select this button for help on the Company Details form and links to related topics.

See Also

- Company Details Basics - Introduction/Accessing
- How To Setup Company Details
- How To Start Using Collect!