Account information: Account setup [in-depth guide]
Guide contents: Navigation | Company info | Accounting info | Address info
Navigation
Menu > Admin/manager > System setup > Account information > Account setup
This is the company name & address that will be used to print for purchase orders, invoices and payments. If you are using GL companies, the system will use the company name & address from the setup of the GL company selected.
Company info
Company name - Enter your company's formal name.
Website - Enter your companies website URL.
Phone - Enter your company's main phone number.
Fax - Enter your company's fax number.
Accounting info
EIN number - Enter in your federal EIN number.
State EIN number - Enter in your state EIN number, if appropriate.
Select a different billing address - If you have set up other addresses above, you can choose from these addresses to have a different billing address as your default.
Address info
Default mailing address - This allows you to designate an address as your "main mailing address".
Other addresses - You can enter additional company addresses that you can manually choose from during other processes.