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Companies

Form ID: (CS101500)

On this form, you can do any of the following:

  • Create new companies
  • Maintain existing companies
  • Extend a company to be a customer or vendor, to use the intercompany sales functionality
  • Add branches to a company (if it has any) and review the list of company branches
  • Create an actual ledger for a new company
  • Assign existing ledgers to companies
  • Review the list of company employees
Multiple companies can be created on this form if the Multicompany Support feature is enabled on the Enable/Disable Features (CS100000) form.

For more information about companies, see Companies and Branches.

In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar and More menu include the buttons and commands described below.

Command Description
Activate Changes the status of the selected company to Active. This command is available if the company’s status is Inactive.
When you click this command, the system starts the process of company activation. If the Multiple Calendar Support feature is disabled on the Enable/Disable Features (CS100000) form, the system compares the set of financial periods in the master calendar and the set of financial periods of the current company. If these sets are different, the system generates the missing periods in the company that is being activated.
For details on company statuses, see Companies and Branches.
Deactivate Changes the status of the selected company to Inactive. This command is available if the company’s status is Active.
For details on company statuses, see Companies and Branches.
Change ID Opens the Specify New ID dialog box, where you can specify a new ID for the currently selected company.
Create Ledger Opens the Create Ledger dialog box, where you can specify the necessary settings to create a new actual ledger for the company with the company’s base currency. This command is available only for a company that does not have an actual ledger assigned.
Extend as Customer Extends the company as a customer by inserting the company’s settings into the appropriate boxes on the Customers (AR303000) form. Once the customer based on the company has been saved, this customer can be selected for documents on the Invoices and Memos (AR301000) form.
This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form. The command is available if the selected company has the Without Branches type.
If the selected company has the With Branches Not Requiring Balancing or With Branches Requiring Balancing type, use the Branches (CS102000) form to extend a branch of the company as a customer.
Extend as Vendor Extends the company as a vendor by inserting the company’s settings into the appropriate boxes on the Vendors (AP303000) form. Once the vendor based on the company has been saved, this vendor can be selected for documents on the Bills and Adjustments (AP301000) form.
This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form. The command is available if the selected company has the Without Branches type.
If the selected company has the With Branches Not Requiring Balancing or With Branches Requiring Balancing type, use the Branches (CS102000) form to extend a branch of the company as a vendor.
Validate Addresses Initiates address validation for the selected company through the integrated specialized software or service.
This menu command is available only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.
View Customer Opens the Customers (AR303000) form, where you can view the customer that has been extended based on the company.
This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form. The command is available if the selected company has been extended as a customer.
View Vendor Opens the Vendors (AP303000) form, where you can view the vendor that has been extended based on the company.
This command appears on the menu if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form. The command is available if the selected company has been extended as a vendor.

Specify New ID Dialog Box

Element Description
Company ID The new identifier of the company.
This dialog box has the following buttons.
OK Changes the company ID to the one you have specified, and closes the dialog box.
Cancel Discards the changes and closes the dialog box.

Create Ledger Dialog Box

Element Description
Ledger ID The identifier of the new actual ledger that will be assigned to the company.
Description A description of the actual ledger. By default, the description is composed from the company ID, with the actual ledger string added to the end of it.
This dialog box has the following buttons.
Create Creates a ledger with the Actual type and assigns it to the company. The company base currency is used as the ledger currency.
Cancel Discards the changes and closes the dialog box.

Back to TopAddress Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company’s address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.

Element Description
Enter a Location A box for searching for the company’s address.
You can do the following by using this box:
  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.
The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.
In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel Closes the dialog box and cancels the selection of the company address.

Back to TopSummary Area

In this area, you can assign a unique identifier to a new company and specify the company’s name and type.

Element Description
Company ID The unique identifier of the company, which you compose according to the rules defined by the BIZACCT segmented key.
Company Name The name of the company.
Company Type The type of the company, which can be one of the following:
  • Without Branches: A company with this type cannot have any branches. If the Multibranch Support feature is not enabled on the Enable/Disable Features (CS100000) form, this option is selected by default and cannot be changed. If the Multibranch Support feature is enabled, this company type can be changed to any other type at any time.
  • With Branches Not Requiring Balancing: A company with this type must have at least one branch. If multiple branches of the company are involved in a transaction, balancing entries are not required. This option is available only if the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form.
  • With Branches Requiring Balancing: A company with this type must have at least one branch. If multiple branches of the company are involved in a transaction, balancing entries are required. This option is available only if the Multibranch Support and Inter-Branch Transactions features are enabled on the Enable/Disable Features (CS100000) form.
Status Read-only. The status of the current company—Active (default) or Inactive.
For details on company statuses, see Companies and Branches.

Back to TopCompany Details Tab

The elements on this tab hold general information about the company, such as the contact information, the base currency settings, tax information, and the default configuration settings.

Main Contact Section

The elements in this section contain the main contact information of the company.

Element Description
Account Name The legal business name of the company, as registered with the appropriate tax agency. This is the name that will appear on the documents of the company.
Attention The attention line as it is used in your company’s business letters, which would be used to direct a letter to the proper person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Email The default email address of the company.
Web The website of the company.
Phone 1 The primary phone number of the company.
Phone 2 An additional phone number of the company.
Fax The fax number of the company.

Main Address Section

The elements in this section contain the company address. By default, this address is the one used as the main address.

Element Description
View on Map Opens the address on the map. The system uses the map specified on the Site Preferences (SM200505) form. The map opens in a new browser tab.
This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup Opens the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1 The first line of the company address.
Address Line 2 The second line of the company address.
City The city of the company address.
Country The country of the company address. The list of available countries is maintained through the Countries/States (CS204000) form.
State The state or province of the company address. The list of available states is maintained through the Countries/States form.
Postal Code The postal code. An input validation mask can be set for the country postal codes on the Countries/States (CS204000) form.
Carrier Facility The facility code used by Canada Post for the shipping addresses.
This box appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Validated A read-only check box that indicates (if selected) that the company address has been validated.
This check box is available only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.

Base Currency Settings Section

This section holds information that is shared among all branches of the company. If the Multiple Base Currencies feature is disabled on the Enable/Disable Features (CS100000) form, the same base currency is shared among all companies within the tenant; you can select the base currency only when you are creating the very first company in the tenant. If the Multiple Base Currencies feature is enabled, you can select a base currency for any new company you are creating in the tenant.

Element Description
Base Currency ID The identifier of the base currency of the company, which is used for all of its branches.
If the Multiple Base Currency feature is disabled on the Enable/Disable Features (CS100000) form and you are creating the first company in the tenant, you select a base currency from the list of all active and non-active currencies. Once the base currency has been specified for the first company, you cannot change it. Also, if you are creating or editing any company after the first in the tenant, the system inserts the base currency specified for the first company in the tenant, and you cannot change it at any time.
If the Multiple Base Currency feature is enabled on the Enable/Disable Features (CS100000) form, this box is required and empty by default when you are creating any new company in the tenant. You select a base currency from the list of all active and non-active currencies.
To avoid issues with third-party integrations, the base currency must be set up in accordance with the ISO 4217 standard.

Tax Registration Info Section

Element Description
Legal Name The legal name of the company, which is used for 1099 reporting only.
The default value of the box is copied from the Company Name box in the Summary area, but it can be overridden.
Tax Registration ID The company’s registration ID for the country’s tax authority. An input mask or regular expression can be set to validate the input in this box.
MTD External Application The application ID for connection to HMRC. This connection is set up on the External Applications (SM301000) form.
This box appears on the form if GB - United Kingdom of Great Britain and Northern Ireland is selected in the Country box (in the Main Address section) of the Company Details tab and the UK Localization feature is enabled on the Enable/Disable Features (CS100000) form.
An external application can be selected in this box only once in the instance, on either the current form or on the Branches (CS102000) form. The lookup table that opens when you click the magnifying button in this box shows only external applications that have not been yet selected for a company or a branch.
Tax Exemption Number The tax exemption number. If this company is tax exempt, type this number.
Tax Exemption Type A classification type that determines a company’s eligibility for tax exemption based on specific criteria.
File Taxes by Branch A check box that indicates (if selected) that an individual tax report is to be prepared for each branch. If the check box is cleared, one tax report is prepared for all branches.
This check box is available only for a company of the With Branches Requiring Balancing type.
File 1099-MISC by Branch A check box that indicates (if selected) that 1099 reports can be filed by company branch.
This check box appears on the form if the 1099 Reporting feature has been enabled on the Enable/Disable Features (CS100000) form and if the company type of the selected company, which is specified in the Company Type box of the current form, is With Branches Requiring Balancing. With this check box selected, the 1099 history is recorded under each branch that makes payments and the branch is a reporting entity.
1099-MISC Reporting Entity A check box that indicates (if selected) that the company can be selected as the transmitter of the 1099-MISC Form or 1099-NEC Form electronic file on the Create E-File (AP507500) form or will be included as a payer in the Form 1099-MISC or 1099-NEC electronic file that will be submitted by another transmitter.
This check box is available only if the 1099 Reporting feature is enabled on the Enable/Disable Features (CS100000) form.
Registered Entity for Government Payroll Reporting A check box that indicates (if selected) that the system will use the company information—including the legal name—in official government reports.
If multiple companies and branches share the same EIN specified in the Tax Registration ID box on this and Branches (CS102000) forms, you can select this check box for only one of the entities.

Configuration Settings Section

Element Description
Access Role The role to be used to give users access to company data. If the company has multiple branches, the selected access role is copied to the settings of each branch of the company. If you clear the box, the system prompts whether you want to remove the access role from the settings of all branches of the company.
For more information, see Security of Organization Branches.
Default Country The default country, which is the country of most of the company’s customers and vendors.
Localization The localization that is applied to the selected company.
The following options are available:
  • None: No localization is applied to the company. If this option is selected and you select Canada in the Country box (Main Address section), the system displays a warning message that Canada must also be selected in the current box.
  • Canada: The functionality related to the Canadian localization is applied to the company. If this option is selected, you can run localized versions of reports that exist in the system. In this case, for a report that has a localized version, Canada will be inserted by default in the Localization box of the Selection area of the report form. (You can override this value, if necessary.)
This box appears on the form if the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form.
Cash Discount Base The type of amounts to which cash discounts will be applied.
The following options are available:
  • Document Amount: The cash discount percent will be applied to the total amount of a document, which is the purchase price or sales price plus the tax amount.
  • Document Amount Less Taxes: The cash discount percent will be applied to the taxable amount of the document. The tax amount calculated for the document will be the same regardless of whether a cash discount is applied to the document.
    • If the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form and Canada is selected in the Localization box for the company, this option is selected by default. You can override this value, but the system will display a warning message.
When you are creating a new company, this setting is copied from the first active company that exists in the system. If no active companies have been created yet, the Document Amount option will be selected by default.
For details, see Setup and Calculation of Cash Discounts.
Default Printer The default printer to be used for printing the documents of this company.
This box is available only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form.

Miscellaneous Settings (Shared) Section

This group of elements includes miscellaneous settings that are shared among all branches of the company.

Element Description
Quantity Decimal Places The number of decimal places (that is, places after the decimal point) to be used for quantities. The value may range from 0 to 6.
Price/Cost Decimal Places The number of decimal places to be used for prices and costs. The value may range from 0 to 6.
Weight UOM The unit of measure (UOM) to be used to calculate the weight of packages to be used for shipments.
This box is available only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.
You cannot specify different weight UOMs for companies within one tenant on the current form. If a non-stock or stock item has been created for a company, and the values in the Weight and Weight UOM boxes have been specified for this item on the Packaging tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form, you cannot change the value in the Weight UOM box on the current form anymore.
Linear UOM The unit of measure (UOM) to be used to calculate the linear dimensions of packages that will be used in shipments of the company.
This box is available only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.
Volume UOM The unit of measure to be used to calculate the volume of specific quantities of items for packages to be used for shipments.
This box is available only if the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form.
You cannot specify different volume UOMs for companies within one tenant on the current form. If a non-stock or stock item has been created for a company, and the values in the Volume and Volume UOM boxes have been specified for this item on the Packaging tab of the Non-Stock Items (IN202000) or Stock Items (IN202500) form, you cannot change the value in the Volume UOM box on the current form anymore.
Phone Mask The mask that represents the way phone numbers are usually presented in the default country. To specify the mask, use the number sign (#) as a wildcard symbol. For example, if you specify the +1 (###) ###-#### Ext: #### mask, a possible phone number that satisfies the mask can be +1 (999) 777-8888 Ext: 1230.

Back to TopBranches Tab

This tab displays the list of branches that belong to the company. The tab is available only if the selected company has the With Branches Not Requiring Balancing or With Branches Requiring Balancing company type.

Table Buttons

The table toolbar includes the buttons described below.

Button Description
Add Branch Opens the Branches (CS102000) form, where you can create a branch for the currently selected company.

Table Columns

Column Description
Branch ID The identifier of the branch, which is also a link that opens the Branches (CS102000) form populated with the data of the branch.
Branch Name The name of the branch.
Active A check box that indicates (if selected) that the branch is active.
Dunning Letter Branch A check box that indicates (if selected) that when dunning letters are prepared, the system will use this branch as the originating branch of a dunning fee invoice (if an invoice should be created) and as the source of the name and address in the dunning letter.
This check box must be selected for one branch of the company. If you try to select this check box in multiple rows, the system will leave the check box selected in one row and clear the check box in the other rows.
This column appears on the form and is available if the Dunning Letter Management feature is enabled on the Enable/Disable Features (CS100000) form and Consolidated for Company is selected in the Prepare Dunning Letter box on the General tab of the Accounts Receivable Preferences (AR101000) form.
Access Role The role that is used to give the employees of the branch access to the branch data.
Role Description The description of the access role.

Back to TopDelivery Settings Tab

You use the elements on this tab to specify the delivery contact and address of the company, along with the related shipping instructions. The tab is available only if the selected company has the Without Branches company type.

Delivery Contact Section

Element Description
Override A check box that indicates (if selected) that the settings of the delivery contact on the current tab may differ from the settings of the main contact on the Company Details tab.
If the check box is selected, the elements in this section become editable. If the check box is cleared, the delivery contact settings on the current tab are non-editable and are inherited from the settings of the main contact on the Company Details tab; in this case, any changes to the main contact are reflected in the delivery contact.
Account Name The business name of the location, if it is different from the business name of the company.
Attention The attention line as it is used in your company business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Email The email address to be used for this location.
Web The website related to this location.
Phone 1 The primary phone number at the location.
Phone 2 An additional phone number at the location.
Fax The fax number at the location.

Delivery Address Section

Element Description
Override A check box that indicates (if selected) that the settings of the delivery address on the current tab may differ from the settings of the main address on the Company Details tab.
If the check box is selected, the elements in this section become editable. If the check box is cleared, the delivery address settings on the current tab are non-editable and are inherited from the settings of the main address on the Company Details tab; in this case, any changes to the main address are reflected in the delivery address.
Validated A read-only check box that indicates (if selected) that the address has been validated. This check box is available only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Address Lookup Opens the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1 The first line of the default location address.
Address Line 2 The second line of the default location address.
City The city of the default location.
Country The country of the default location.
State The state of the default location.
Postal Code The postal code for the address.

Shipping Instructions Section

This group of elements covers the shipping instructions for the delivery address.

Element Description
Tax Zone ID The tax zone of the delivery location.
Shipping Rule The way the orders should be fulfilled for this location.
You can select one of the following options:
  • Ship Complete: Only completely fulfilled orders are allowed.
  • Back Order Allowed: Back orders are allowed if some items are out of stock.
  • Cancel Remainder: The ordered quantity can be shipped partially, with the quantity remaining after the first shipment being canceled.

Back to TopEmployees Tab

On this tab, you can view and update the list of company employees.

Table Buttons

The table toolbar includes the buttons described below.

Button Description
New Employee Navigates to the Employees (EP203000) form so that you can define a new employee for the company.

Table Columns

Column Description
Branch ID The identifier of the company branch to which the employee belongs. This column is available only for a company that has the With Branches Not Requiring Balancing or With Branches Requiring Balancing company type.
Employee ID The unique identifier of the employee in the system.
Name The full name of the employee.
Department The department where the employee works.
City The city where the employee lives.
State The state where the employee lives.
Phone 1 The phone number of the employee.
Email The email address of the employee.
Status The status of the employee.

Back to TopLedgers Tab

On this tab, you can review and edit the list of the ledgers associated with the company. Companies may or may not share actual ledgers; ledgers of other types can be associated with a company (or the attachment can be removed) at any time. Only ledgers associated with a company can be updated by the company branches.

Column Description
Ledger The identifier of the ledger.
If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the selector in this column displays the following ledgers:
  • Ledgers of the Actual type only if they have the same base currency as the company’s base currency
  • All ledgers of other types
Description A description of the ledger.
Type The type of the ledger, which can be one of the following: Actual, Reporting, Statistical, or Budget.
Currency The currency of the ledger.
Consolidation Source A check box that indicates (if selected) that the ledger is used as a source ledger for consolidation.

Back to TopCanadian Tax Reporting Tab

You use this tab to specify the settings needed for generating Canadian tax reports.

The tab appears on the form if one of the following conditions is met:

  • On the Enable/Disable Features (CS100000) form, the Canadian Payroll feature is enabled and the Canadian Localization feature is disabled; also, the File Taxes by Branch check box is cleared on the Company Details tab of the Companies form.
  • The Canadian Localization feature is enabled and the Canadian Payroll feature is disabled on the Enable/Disable Features form. In this case, the system doesn't check the state of the File Taxes by Branch check box on the Company Details tab of the Companies form.
  • The Canadian Payroll and Canadian Localization features are both enabled on the Enable/Disable Features form. In this case, the system doesn't check the state of the File Taxes by Branch check box on the Company Details tab of the Companies form.

CRA Section

Element Description
Transmitter Rep. ID
The ID used to identify a representative when they register with the Represent a Client service.
The entered ID is included in T4 XML files generated for the company. This allows the representative to submit T4 information on behalf of employers through the Represent a Client service.
T4 Reporting Contact The employee whose contact information appears on the T4 forms and XML batches generated for the company employees.
Information Returns Account Number The recipient’s program account number to be used as the Account Number in a T5018 submission file in the T5018Summary section. This number consists of 15 alphanumeric characters.
T5018 Year Type The type of year for T5018 reporting.
One of the following options can be selected:
  • Fiscal Year (default): The fiscal year, which is a consecutive 12-month period that ends on the final day of any month except December, will be used.
  • Calendar Year: The calendar year, which is a period starting from January 1 to December 31, will be used.
You can change the year type if no T5018 report has been prepared for the selected company. If T5018 data has already been prepared and you attempt to change this value, the system will display an error message.

Table

This table lists CRA payroll account number assigned to the employer to identify themselves when dealing with the Canada Revenue Agency.The table toolbar has only standard buttons.

Column Description
CRA Payroll Account Number The account number assigned to the employer. The same CRA payroll account can be assigned to multiple companies and branches.
T4A A check box that indicates (if selected) that the CRA account is used by default for T4A forms.
Set as Default A check box that indicates (if selected) that the CRA account is used by default for T4 forms.

RL1 Section

This section appears only if the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Identification Number The identification number of the employer as assigned by Revenu Quebec. This value consists of 10 digits.
File Number The file number, which contains the letters RS followed by four digits.
Quebec Enterprise Number A ten-digit numerical identifier assigned to enterprises in the enterprise register.
Quebec Transmitter Number The transmitter number to be included in each form submitted to Revenu Quebec through the online service.

Back to TopGL Accounts Tab

You use this tab to specify the sales, expense, freight, and discount subaccounts to be used for the company. The tab is available only if the selected company has the Without Branches company type.

Element Description
Sales Sub. The subaccount to be used as the default sales subaccount for the company.
Expense Sub. The subaccount to be used as the default expense subaccount for the company.
Freight Sub. The subaccount to be used as the default freight subaccount for the company.
Discount Sub. The subaccount to be used as the default discount subaccount for the company.
Currency Gain/Loss Sub. The subaccount to be used as the default currency gain and loss subaccount for the company.

Back to Top1099 Settings Tab

On this tab, you can view and update the e-filing settings for the branch.

This tab is available only if the 1099 Reporting feature is enabled on the Enable/Disable Features (CS100000) form and the 1099-MISC Reporting Entity check box is selected on the Company Details tab of the current form.

E-Filing Settings Section

Element Description
Transmitter Control Code (TCC) The five-character code assigned to the payer (that is, the company) by the Internal Revenue Service so that the payer can file tax returns electronically.
Combined Federal/State Filer A check box that indicates (if selected) that the company files tax returns under the Combined Federal/State Filing Program.
Foreign Entity A check box that indicates (if selected) that the company is a foreign entity.
Contact Name The name of the contact person who is responsible for e-filing.
Contact Telephone Number The phone number of the contact person who is responsible for e-filing.
Contact Email The email address of the contact person who is responsible for e-filing.
Name Control A sequence of characters derived from the payer’s legal name that is used by the Internal Revenue Service in processing the tax returns filed by the payer.

Back to TopTaxes Tab

For a company with Canadian localization, this tab contains the taxes that the company must pay. On this tab, you need to add rows to the table to add Canadian taxes manually. You need to specify a tax registration number for each tax that the company or its branches must pay by filling in the Tax Registration Number column of the table. The tax registration numbers specified on this tab appear next to the corresponding taxes on the following reports:

This tab appears on the form if the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form and Canada is selected in the Localization box on the Company Details tab of the current form.

The table toolbar has only standard buttons.

Table Columns

Column Description
Tax ID The identifier of a tax that the company must pay.
Description The description of the tax.
Tax Registration Number The company’s registration number as a taxpayer of this tax.

Back to TopVisual Appearance Tab

On this tab, you can upload logo images for the company. The uploaded images will be displayed in the system and on the reports when this company is active. To delete images that you no longer need, you use the Files menu on the form title bar.

Site Logo Section

In this section, you can upload and preview the logo that will be displayed in the top left corner of Acumatica ERP (when this company is active). The recommended size of the uploaded image is 210 by 50 pixels.

Element Description
Browse Opens the file selection window, where you can select an image to upload.
Upload Uploads the selected image to the system.
Preview Window Displays uploaded images. You can go through the images by pressing Ctrl+Left Arrow or Ctrl+Right Arrow.

Theme Section

Element Description
Override Colors for the Selected Branch A check box that you select to override the color theme for the selected company.
Primary Color The primary color used in the default theme or the overridden theme.

Report Logo Section

In this section, you can upload and preview the logo that will be displayed on the reports for the selected company. The recommended size of the uploaded image is 420 by 100 pixels.

Elements Description
Browse Opens the file selection window, where you can select an image to upload.
Upload Uploads the selected image to the system.
Preview Window Displays uploaded images. You can go through the images by pressing Ctrl+Left Arrow or Ctrl+Right Arrow.

Back to TopCompany Groups Tab

On this tab, you can review the groups in which the selected company is included, add the company to a group, exclude the company from a group, or assign the primary group to the company if the company is included in more than one group.

This tab appears on the form if the Customer and Vendor Visibility Restriction feature has been enabled on the Enable/Disable Features (CS100000) form.

Table Buttons

The table toolbar includes the buttons described below.

Button Description
Set as Primary Specifies the selected company group (that is, the group you click before clicking this button) as the primary one for the company and automatically selects the Primary check box for it.

Table Columns

Column Description
Group ID The identifier of the company group in which the company is included, as defined on the Company Groups (CS102500) form.
If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the selector in this column shows only groups with the same currency as the base currency of the company.
Group Name The full name of the company group.
Primary A check box that indicates (if selected) that this group is the primary one for the company.
If the company is included in multiple groups, in the Company/Branch box on various forms, this company (and any branch within it) will be displayed multiple times—once under each of the groups in which the company is included. However, if a company or branch was previously selected in the Company/Branch box and you open the list, the company or branch will be highlighted under its primary group; non-primary groups can be collapsed if they contain more than three companies.

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