Note: Adding a Company is a onetime activity and is usually performed by the consultants.
The Add New Company option enables you to create new company record in the database. The company name used in this screen is referred in all the statements and reports to indicate which company’s report we are viewing. Perform the following procedure to create a new company record:
- Click
button.
The Company – Add page is displayed.
2. Populate the form with required details as tabulated:
| Field | Description |
| Fields marked with (*) are mandatory. | |
| Company Name | Enter the name of the company.
The company name is referred in all the statements and reports to indicate which company’s report are being displayed. |
| Address 1 | Enter the line 1 of the company address. |
| Address 2 | Enter the line 2 of the company address. |
| City | Enter the company city. |
| State/Province | Enter the company state or province. |
| Country | Enter the country on which the company is located. |
| Zip/Postal Code | Enter the zip code or postal code of the company location. |
| Phone Number | Enter the company phone number. |
| Fax | Enter the company fax number. |
| Enter the company email. Once the email ID is entered, you can click the button to send emails to the entered ID form the compose email page. For more information, see Compose Email section. | |
| Contact Person | Enter the name of the company contact person. |
| Calendar ID | Enter/pick the calendar ID. You can enter the complete Calendar ID or enter partial calendar ID. As you key in the characters, matching calendar IDs are displayed as suggestions. You can pick the appropriate calendar ID. Or, you can click button to pick a calendar from the Lookup window.
You can navigate to the Calendar page, by clicking the button. |
| Flexi Text 1 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Text 2 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 1 | |
| Flexi Amount 2 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 3 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Industry | By default, the General industry is selected. |
| Banking Info
Note: You can click on this grid name to show/hide the bank information. |
|
| Routing Number | (Optional) Enter the routing number.
You need to enter this only if the payout from QCommission to ACH has to be exported. |
| Banking Alias | (Optional). Enter the banking alias name.
You need to enter this only if the payout from QCommission to ACH has to be exported. |
| Bank Name | (Optional). Enter the name of the bank.
You need to enter this only if the payout from QCommission to ACH has to be exported. |
| Tax ID | (Optional). Enter the tax ID.
You need to enter this only if the payout from QCommission to ACH has to be exported. |
| Owner | This field is auto populated with the name of the user who has created this record. |
3. Click 
button to save the company information.
You can also click 
button to save the company information and add another company.
Note: In regular workflow, there is no need of adding multiple companies.