Company window

unavailable in ajeraCore

General tab

Use this tab to set up Closed

general preferences.

For

Do this

Company name

View the company name, which can be as many as 80 characters.

This name prints on reports and invoices and appears as the company name throughout Ajera.

Employer ID number

Type the federal identification number for the company, or the Social Security Number if you are operating as a sole proprietor. Be sure to include dashes in the appropriate places.

This number prints on your 1099 forms.

Reports logo

Select an image that you want to appear on company reports and financial statement designs. Ajera uses the logo of the company associated with the employee printing the report or financial statement.

Prepare your logo.
Click and select the file you created when preparing your logo.

Beginning balances:

Date

Enter the date for the beginning balances that you enter into Ajera. Typically, you would enter the date of the last reconciled trial balance. If you leave this field blank, Ajera automatically enters the beginning balance date of the organization (Company > Preferences > General tab).

Caution:

Make sure the Don't Allow Entries Prior To date in Company > Preferences is one day after this beginning balance date so that invalid transactions are not accidentally made.

More about how Ajera assigns dates

Fiscal year:

Current year

Type the calendar year of the last month of the company's fiscal year. For example, the company's fiscal year is March 2010 to February 2011, so you enter 2011 in this field.

When you perform the Close Fiscal Year task, Ajera increments it to the next year.

First month

Select the first month of the company's financial reporting year.

Phone numbers

Type as many as three phone numbers for the company in the fields on the left. Type any description for a number in the field to the right of it.

Note:

You can choose to print the first phone number on an invoice when you set up an invoice format.

Fax

Type a fax number for the company and any description to the right of it.

Type the email address of the company. You can click to send an email to that address.

Website

Type the address of the company's website. You can click to open the website.

Address tab

Use this tab to set up Closed

address information.

Field	Description
Company address	The company's main address. In the first three lines, enter the street address, suite number, and so on.
City, State, Zip Country	The city, state, zip code, and country.
Mailing address	The mailing address for the company if different from the company address.
Same as address	It indicates if the mailing address is the same as the company address.

Billing/Payroll tab

The information on this tab is copied from the organizational preferences. Use this tab to Closed

set up billing and payroll preferences for this company.

For

Do this

Invoice accounting date

Select Invoice Date or Billing Cutoff Date to reflect revenue on financial statements for the company.

For example, when you bill October time and expense on November 10, do you want the billed revenue to appear on your October or November financials? If November, you would select Invoice Date.

Invoice and statement logo

Select the image you want to print on client invoices, client statements, and credit memos for the company.

If you leave this field blank, only the company name appears.

When you upload the logo, Ajera converts it into a .PNG format, which is the most reliable and compact bitmap format. For efficient performance, Ajera resizes logo files larger than 2 million pixels to 2 million pixels.

Prepare your logo.
Click and select the file you created when preparing your logo.

View graphic

Invoice header text

Enter text that you want to print on the invoice below the client mailing address.

You can change header text for invoices of a specific project in the Setup > Projects > Project Info tab > Invoice subtab > Header Text field.
You can change header text for a specific invoice in the Manage > Client Invoices > Text & Amounts tab > Header field.
If the field for header text is blank on the Project or Client Invoice window, the text entered here automatically appears in those fields. If it is the same as this text, and you change this text, then Ajera updates the Project and/or Client Invoice windows.
If you do not want the text to wrap to the second line on the invoice, press the Enter key where you want the first line to end.
If needed, you can automatically include a date, such as the current billing cutoff date, in the text.
If you leave this field blank, header text only prints on the invoice if you enter it on the Project window or the Client Invoice window.

Note:

Entering header text longer than two full lines on the invoice pushes the fold line on the invoice out of alignment for using the address window on an envelope.
Header text prints on invoices only if the Print project text check box is selected on the Invoice Format window.

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Invoice footer text

Enter text that prints only on the last page of the invoice. For example, you may use it to print a holiday greeting or contract information.

You can change footer text for invoices of a specific project in the Setup > Projects > Project Info tab > Invoice subtab > Footer Text field.
You can change footer text for a specific invoice in the Manage > Client Invoices > Text & Amounts tab > Footer field.
If the field for footer text is blank on the Project or Client Invoice window, the text entered here automatically appears in those fields. If it is the same as this text, and you change this text, then Ajera updates the Project and/or Client Invoice windows.
If you leave this field blank, footer text only prints on the invoice if you enter it on the Project window or the Client Invoice window.
If needed, you can automatically include a date, such as the current billing cutoff date, in the text.

View graphic

Payroll type

Select one of the following options:

Select

None

Not process payroll. Payroll processing is unavailable on Ajera menus.

Ajera still makes accrual entries to labor cost accounts and salaries payable. If you select this option, you must adjust your payroll cost and reduce your salaries payable manually.

If you use effective cost, you cannot select None as the payroll type for a company with employees on its payroll because Ajera must process payroll to calculate the effective cost rates.

Payroll Service

Process payroll using a payroll service provider (outsourced payroll)

If you select this option, Ajera uses the Payroll Service settings you selected on the Company > Preferences > Payroll tab.

Process Payroll

Process payroll in-house using Ajera

If you select this option, Ajera uses the Process Payroll settings you selected on the Company > Preferences > Payroll tab.

About payroll variance and accurate financial reporting

Direct Deposit Paystub Company Name/Text

Enter the company name and any additional text that you want to print on an employee's direct deposit paystub.

Average labor budget rates - Cost

Enter the average rate you want to use to calculate the cost amount for budgeted hours. Ajera uses this amount to calculate cost budgets when you enter budgeted hours without specifying an employee or employee type.

Average labor budget rates - Billing

Enter the average rate you want to use to calculate the contract amount for budgeted hours. Ajera uses this amount to calculate fee budgets when you enter budgeted hours without specifying an employee or employee type.

Integrations tab

Use this tab to setup integrations.

Attachments tab

Use this tab to Closed

add an attachment for the company.

Field

Description

Notes tab

This tab contains any notes about the company.