How To Setup Company Details
This document shows you how to access the Company Details
form and gives tips for entering your company information
in this form. This is very important to do when you first start
using Collect! If you want to print your company information
on a report or letter, the information is pulled from the fields
on the Company Details form. Some fields allow you to set up
your clients automatically based on information you enter. Some
fields are used in credit bureau reporting, if you use this module.
Accessing Company Details
Please have on hand the company information that you
want to display on reports and letters. If you have a
Tax Registration # for tax on your commissions, please
have that close by too.
There are a few ways that you can access the
Company Details form.
When you first run Collect!, you are prompted to enter your
company information. If you choose YES, the Company Details
form is displayed automatically for you. Enter your details at
this time, or you can enter them later. You can also edit the
information at any time by accessing the form within Collect!,
as described below.
1. Sign into Collect! with User Level 10 (OWN) so that you have
access rights to edit the Company Details form. Stop at the
2. Select System from the top menu bar and a list of choices
is displayed. Select Company Details from this list and the
Company Details form is displayed.
Select the SYSTEM ADMINISTRATION button from the Main Menu.
This will take you to the System Administration menu.
Select the SETUP AND CONFIGURATION button. This takes
you to the System Setup menu. Select the COMPANY DETAILS
button to display the Company Details form.
3. Press F1 for help on the Company Details form, or hold your
mouse over a field to bring up the Popup help for that field.
Either way, you will get a definition of each field and tips for
filling it in according to your needs. There is a lot of
important information on this small form! Please read the help
carefully and fill in the fields accurately.
4. Pay special attention to help about the Tax Rate and
Multi Currency fields. Information that you enter here may
be reflected on invoice/statements, and on any other reports
or letters that show dollar amounts.
If you intend to report to credit bureaus, please be
aware that Collect! reports some information from the
Company Details form. In Metro 2 format, in the Header segment,
the Name field is reported as the Reporter Name, the three
Address lines are reported as Reporter Address, and the Phone field
is reported as Reporter Phone. Please see your Metro 2 manual for
more information about the Header segment.
Sometimes new users don't fill in the Company Details form when
setting up Collect! Then, they forget all about it until their reports
and letters are printed. That's when they notice that their
company name is not printing. The reason is that Collect! pulls
your company information from the Company Details form. This is
the only way that Collect! knows this information. Once it is entered,
it is loaded into RAM whenever Collect! starts. Then you can print a
report anywhere in the system and pull your company information
into it. Information from this form is also reported to credit bureaus, if
you use this module. As well, several client settings are entered
automatically for you, based on the information you enter in
the Company Details form.
Please refer to the Setup Checklist for other areas of
Collect! that should be set up before beginning to use it for your
business. That way everything will be in place for your day-to-day
operations in Collect!
- How To Start Using Collect!