Use the General tab to add a new company to your organizational reporting structure.
Contents
| Field | Description |
|---|
| Firm Name
|
Enter the firm name. The top level firm becomes the company, and it cannot be changed.
|
| Byline
|
Enter the firm byline. A byline is additional descriptive text about your firm, such as "Architects and Engineers."
|
| Address 1, Address 2, Address 3, Address 4
|
Enter the firm's address.
|
| Country
|
Select a country from the drop-down list.
|
| Enable Payroll Module
|
Select this option to enable the Vision Payroll module for this firm.
|
| Company Code
|
Enter the company code. The length of the code you enter in the
Company Code field at the bottom of the tab is determined by the number entered in the
Length of Company Level field on the Organization General Setup form.
|
| Label
|
Enter the company code's label, as entered on the Organization General Setup Form.
|
| Short Date Format
|
Select the short date format.
|
| Medium Date Format
|
Select the medium date format.
|
| Long Date Format
|
Select the long date format.
|
| Date Separator
|
Select the date separator.
|
| Time Format
|
Select the time format.
|
| Decimal Symbol
|
Select the decimal symbol.
|
| Thousands Separator
|
Select the thousands separator.
|