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 Main Menu.

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.

OR

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.

Summary

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!

Setup Checklist

See Also

- How To Start Using Collect!