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

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 Metro2 output file header records.

Address

Enter your Street Address. There are three address lines on this screen. The information you enter in these lines can be pulled into reports and letters. The information in these three lines is also included in header record of your credit bureau Metro2 output files.

The format with which you enter your information is up to each agency. However, we recommend using Postal Addressing Standards that are applicable to your country. These are generally available by looking up the website of the postal service for your region.

Example:

Name - Your Company Name Goes Here
Address - Your Company Address
Address 2 - Company Addr2
Address 3 - Company Addr3, or Website Address
Representative - Default Report Name or Leave Blank
City - Your Company City
State - Your 2 Position State/Province Code
Zip - Your Zip/Postal Code
Country - Choose From Pick List or Leave Blank
Email - Any Company Email Address or Leave Blank

Address 2

This address field can hold your second address line or other information you may wish to store for later use/output to reports or letters.

Address 3

This address field can hold your third address line or other information you may wish to store for later use/output to reports letters.

Representative

Optional. Enter the name of your company representative. This may be the Owner or President's name. Some of the sample letters and reports have this field built in as a placeholder, but these can also be removed or commented out of the report by placing two slashes in front of the printable field code: i.e //@cd.re<

State

Enter your agency's State Code.

ZIP

Enter your agency's ZIP/Postal Code.

Country

Optional. Use the drop-down arrow pick list to select your Country OR leave blank if you do not wish to see this field expressed in reports/letters.

Email

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

Website

Optional. This field is used to enter your agency's website address.

Phone

Enter your main office Phone number. This Phone number field is pulled into many of the sample reports and letters.

Decide on a phone format for your company. Such as, with hyphens or with parenthesis around area codes or all numerics/no spaces. You will find establishing a phone format convention will ease all lookups by phone in your system. Lookups read the field exactly as entered.

Some format examples:

123-456-7890
123.456.7890
(123)456-7890
18004567890
1234567890

You can switch ON 'Only numerics in phone fields' "System\Preferences\Options, Sounds and Colors\ Screen and Messages" so that the system will disallow non-numeric data in your phone fields.

If you use the Credit Bureau module, the Phone number is required and is output to the header record of the Metro2 formatted text file when created. The Credit Bureau module will strip out any non-numeric data automatically and will use a maximum of 10 digits in compliance with the Metro2 File Format specifications.

Phone Ext

Optional. This field can be used to enter an extension for the Phone field, left blank or re-purposed for user-defined storage of other data.

Fax

This Fax number field is pulled into many of the sample reports and letters.

Decide on a phone format for your company. Such as, with hyphens or with parenthesis around area codes or all numerics/no spaces. You will find establishing a phone format convention will ease all look ups by phone in your system. Look ups read the field exactly as entered.

Some format examples:

123-456-7890
123.456.7890
(123)456-7890
18004567890
1234567890

You can switch ON 'Only numerics in phone fields' "System\Preferences\Options, Sounds and Colors\ Screen and Messages" so that the system will disallow non-numeric data in your phone fields.

Fax Ext

Optional. This field can be used to enter an extension for the Fax field, left blank or re-purposed for user-defined storage of other data.

Cell

Optional. The Cell number is another phone number for your company. It is not included in default shipping sample reports/letters.

Decide on a phone format for your company. Such as, with hyphens or with parenthesis around area codes or all numerics/no spaces. You will find establishing a phone format convention will ease all look ups by phone in your system. Look ups read the field exactly as entered.

Some format examples:

123-456-7890
123.456.7890
(123)456-7890
18004567890
1234567890

You can switch ON 'Only numerics in phone fields' "System\Preferences\Options, Sounds and Colors\ Screen and Messages" so that the system will disallow non-numeric data in your phone fields.

Cell Ext

Optional. This field can be used to enter an extension for the Fax field, left blank or re-purposed for user-defined storage of other data.

Detail

Press F1 for help with Detail Tab system switch settings and fields which will define key software behaviors by setting your cursor into any of the displayed items for selection.

Commission

If all your clients use the same Commission Rates, you may set a global system default that will be applied to all clients in the Commission Tab. Press F1 for detailed help from any field in this tab.

Tax

If all your clients are subject to the same rate of Tax on your collection services, you may set a global system default that will be applied to all clients in the Tax Tab. Press F1 for detailed help from any field in this tab.

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.

If your agency services multiple regions with different taxation percentages, do NOT enter data in this tab on the Company Details. Instead, fill out the Tax tab on a per client basis to ensure the correct rate is passed from the Advanced Client Settings to the debtor accounts as you enter them.

Tax Rate is a percentage field: i.e. if the rate is 7%, you would enter 7.0. Tax is calculated on the commissions that you earn, not on the total amount you recover.

If you are in a region that has two types of tax, such as Canada, enter the sum total percentage tax which you are required to charge into the Rate 1 field.

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 Printable Field Code @cd.tr

The system provides a field to enter a Taxation # that is alpha numeric, allowing you input a brief descriptor as well: (EX:GST# 1050505050505).

Leave the Tax tab blank if you do not charge tax OR if you have specific rates that are input into Client Tax Tabs on a per client basis.

Don't Calculate Tax

Switch this ON if you do not calculate tax.

OK

Click this button to save your changes and return you to the previous screen.

Cancel

Click this button to ignore any changes made and return to the previous screen.

Help

Click this button for help on the Company Details window and links to related topics.