Company Base

 

Available Columns Description Date Range Available Chartable Links to Page
General Information
Address 1 The first line in the main address for the company      
Address 2

The second line in the main address for the company

Examples: suite number, building number

     
Address 3 The third line in the main address for the company      
Address

The first line in the main address for the company

Example: street address

     
City The city name in the main address for the company      
Client Invoice Historical Synced

This indicates that the historical sync has been run for the AR Automation integration.

Historical Sync is run in the AR Automation integration settings in Company > Preferences or Company > Companies.

      
Company Order Order of the company in the company list      
Country The country name for the company      
Description The description of the company     Company
Email The email address for the company      
Employer ID Employer ID for the company      
Fax Number The fax number for the company      
Fax Text A description of the fax number for the company      
Mailing Address 1

The first line in the mailing address for the company

Example: street address

     
Mailing Address 2

The second line in the mailing address for the company

Examples: suite number, building number

     
Mailing Address 3 The third line in the mailing address for the company      
Mailing Address The first line in the mailing address for the company      
Mailing City The city name in the mailing address for the company      
Mailing Country The country name in the mailing address for the company      
Mailing State The state name in the mailing address for the company      
Mailing ZIP The ZIP code in the mailing address for the company      
Payroll Type Indicates the way this company processes payroll      
Phone 1 Number The primary phone number for the company      
Phone 1 Text

A description of the primary phone number for the company

Examples: Office, Cell

     
Phone 2 Number The secondary phone number for the company      
Phone 2 Text

A description of the secondary phone number for the company

Example: Home

     
Phone 3 Number The tertiary phone number for the company      
Phone 3 Text A description of the tertiary phone number for the company      
Phone Numbers The phone numbers for the company      
State The state name in the main address for the company      
Status

The status of the company

Examples: Active, Inactive

     
Website The website URL associated with the company      
ZIP The ZIP code in the main address for the company      
Dates
Current Fiscal Year Indicates the current fiscal year for the company      
Entry Cutoff Date The cutoff date associated with the company      
Fiscal Start Month The month the current fiscal year starts      
Get Payments Last Run

The date and time of the last Get Payments retrieval for the Bill & Pay integration.

Get Payments is run in Manage > Client Receipts.

      
Payroll Start Date The date of the first payroll for this company      
Dollars
Cash Cash balance in the bank account X X  
GL Balance

Total GL balance of all accounts

To exclude close year entries from the calculation, check the Exclude Close Year Entries check box when editing or adding the column.

 X X  
GL Budget Total budget of all accounts X X  
GL Cash Basis Balance

Total cash basis balance of all accounts

To exclude close year entries from the calculation, check the Exclude Close Year Entries check box when editing or adding the column.

 X X  
GL Cash Basis Budget Total cash basis budget of all accounts X X  
Payable Balance The total amount remaining to be paid to the vendors associated with the phase X X  
Receivable Balance The total amount remaining to be paid by the client associated with the phase X X  
WIP Balance Total WIP balance X X  
Keys
Company Key The database identifier of the company     Company
Gantt

unavailable in ajeraCore Select to add the Gantt chart to your table widget.