Available Columns |
Description |
Date Range Available |
Chartable |
Links to Page |
General Information
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Address 1 |
The first line in the main address for the company |
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Address 2 |
The second line in the main address for the company
Examples: suite number, building number
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Address 3 |
The third line in the main address for the company |
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Address |
The first line in the main address for the company
Example: street address
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City |
The city name in the main address for the company |
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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.
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Company Order |
Order of the company in the company list |
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Country |
The country name for the company |
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Description |
The description of the company |
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Company |
Email |
The email address for the company |
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Employer ID |
Employer ID for the company |
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Fax Number |
The fax number for the company |
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Fax Text |
A description of the fax number for the company |
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Mailing Address 1 |
The first line in the mailing address for the company
Example: street address
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Mailing Address 2 |
The second line in the mailing address for the company
Examples: suite number, building number
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Mailing Address 3 |
The third line in the mailing address for the company |
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Mailing Address |
The first line in the mailing address for the company |
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Mailing City |
The city name in the mailing address for the company |
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Mailing Country |
The country name in the mailing address for the company |
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Mailing State |
The state name in the mailing address for the company |
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Mailing ZIP |
The ZIP code in the mailing address for the company |
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Payroll Type |
Indicates the way this company processes payroll |
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Phone 1 Number |
The primary phone number for the company |
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Phone 1 Text |
A description of the primary phone number for the company
Examples: Office, Cell
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Phone 2 Number |
The secondary phone number for the company |
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Phone 2 Text |
A description of the secondary phone number for the company
Example: Home
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Phone 3 Number |
The tertiary phone number for the company |
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Phone 3 Text |
A description of the tertiary phone number for the company |
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Phone Numbers |
The phone numbers for the company |
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State |
The state name in the main address for the company |
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Status |
The status of the company
Examples: Active, Inactive
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Website |
The website URL associated with the company |
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ZIP |
The ZIP code in the main address for the company |
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Dates
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Current Fiscal Year |
Indicates the current fiscal year for the company |
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Entry Cutoff Date |
The cutoff date associated with the company |
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Fiscal Start Month |
The month the current fiscal year starts |
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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.
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Payroll Start Date |
The date of the first payroll for this company |
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Dollars |
Cash |
Cash balance in the bank account
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X |
X |
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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.
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X |
X |
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GL Budget |
Total budget of all accounts |
X |
X |
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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.
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X |
X |
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GL Cash Basis Budget |
Total cash basis budget of all accounts |
X |
X |
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Payable Balance |
The total amount remaining to be paid to the vendors associated with the phase
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X |
X |
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Receivable Balance |
The total amount remaining to be paid by the client associated with the phase
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X |
X |
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WIP Balance |
Total WIP balance |
X |
X |
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Keys
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Company Key |
The database identifier of the company |
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Company |
Gantt
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unavailable in ajeraCore Select to add the Gantt chart to your table widget.
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