Company window

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.

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.

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.

1. Prepare your logo.  

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

Beginning balances:

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 ( > Setup > Company > Preferences > General tab).

Caution:

Make sure the Don't Allow Entries Prior To date in > Setup > 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:

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.

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

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.

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.

The company's main address. In the first three lines, enter the street address, suite number, and so on. 

The city, state, zip code, and country.

The mailing address for the company if different from the company address.

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.

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.

1. Prepare your logo.  

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

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 > Manage > Project Command Center> 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.

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 > Manage > Project Command Center> 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.

Select one of the following options:

About payroll variance and accurate financial reporting

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

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.

The category of the attachment

An attachment category is a group of files with similar characteristics (for example, RFPs). You can set up categories if your security settings give you access to them.

The name of the attachment