Company Setup

This is the menu from which to setup system companies. Navigate to Setup -> Admin -> Company Setup.

Choose the company from the drop-down menu or click the + to create a new company

Company Settings

Company Address: enter the address of your company.
Company Phone: Phone number for the company.
US Federal Tax ID: This is the social security number equivalent for the company which will be posted on all forms as required by law.

Statements

Parent Company for Statements - This dropdown is a list of system companies. If the desire is to print consolidated statements between companies, and the company selected at the top of the page is a child company, then select the parent company here.

In A/R Setup there are a set of default attributes for the following options. If these do not differ by company, it is best to set these up in A/R. If they are different per company, then what is set in A/R Setup will be the default, which will then be overwritten by what is set below on the company.

Statement form and Logo - If you print customer statements by system company, it may be desirable to have a different form or logo per company. Select the form and/or the Logo here. Note: This logo override is also used in Miscellaneous A/R Invoices to override the logo from the template setup.

Override Statement Form for Agencies - This will allow the form sent to agencies to be different from the form sent to advertisers/regular customers.

Statement Form for Parent Companies - If the company selected at the top of the screen is a parent company of another system company, and if you send statements with the parameter set to "Consolidate Statements to Parent Company" then the statement selected here will be used instead of the default. This should only be used if the selected company IS the PARENT. This should be blank for the child companies.

Email Statement Subject Line - This allows you to customize the subject line of the email to be different for this company

Email Statement Body - This allows you to customize the body of the email to be different for this company

Override Email From Address - This allows you to set the from email address for this company to be a different email than what is set up on the A/R Setup screen or other companies within your system.

Override Email To Address - typically only used in the test database or while testing something for a short time in the prod database, this will override who the statement is sent to. So instead of sending the statement to the email address for the customer the statement will go to someone else (typically an internal user who is testing something out or reviewing batch of statements before sending to clients.)

1099 Form Setup

These are the fields required on 1099 forms to be setup and used to be sent to the IRS.

Also See Accounts Payable -> Setup -> Admin -> A/P System Setup for selecting the appropriate 1099 HTML tax form, as well as Accounts Payable -> Setup -> 1099 Copy-B Forms for creating the form templates.