General Company Settings Form

On a company-wide basis, you establish how your company's name and address appear on screen and reports.

If your firm uses multiple companies, you need to set up General Company settings for each company. To do this, go to Utilities > Change Company and select the next company for which you want to set up General Company settings. The name of the active company displays at the top of the General Company Settings form.

Related Topics:

  • Display the General Company Settings Form
    You display the General Company Settings form in General Configuration.
  • 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.
  • Formatting Tab of General Company Settings Form
    Use the Formatting tab to set up phone number formats for your company. The formatting information that you enter affects the default settings applied to records created after the information is entered; it does not update existing records.
  • Currency Tab of General Company Settings Form
    Use the Currency tab of General Company Settings to assign currencies to your companies. These currencies are available in drop-down lists for Currency fields on forms throughout all applications. You can also specify a triangulation currency. This tab only displays if you enabled the Multicurrency feature.
Parent Topic: Fields and Options