General Tab of General Company Settings Form

Use the General tab to set up your firm's name and address and set the default address format.

Contents

Firm and Address Information Section

Field Description
Firm Name Enter your firm’s name, which displays at the top of the Vision screens, on your invoices (if Billing is installed), and in the headings of all reports.
Byline Enter the byline of the firm.
Address Line 1 - 4 Enter address information.
Country This field is used for reports that do not have a Display Country option to determine whether the Country field displays for a particular record. Existing users will have companies set up with no country. For these users, the reports always display the country on reports.
Company Email Enter your firm's email address.
Company Phone Enter your firm's phone number. Click to open the Phone Format dialog box to change the country and phone format.

Miscellaneous Settings Section

Field Description
Enable Payroll Module If your company purchased the Payroll module, select this option to enable Payroll.
Default Address Format Select the default format for the Address fields. If the Country and State/Province fields are blank on a record, then the setting in this field determines which address format is used in reports.