External Billing › Company Profiles › Manage Company Financial Properties

Manage Company Financial Properties

You must financially enable a company to make project accounting possible. Financially enabling a company lets you process project costs and bill them to the company.

To financially enable a company

  1. View the list of companies.
  2. Select the Company Name link to edit the company's properties.

    The Company Properties: Main - General page appears.

  3. On the Properties tab, click Financial.

    The Company Properties: Financial - General page appears.

  4. Complete the following fields:
    Financial Status

    Indicates the financial status for the company. Values are "Active" and "Inactive".

    Financial Location

    Defines the financial location of the company. Click the Browse icon to select the location.

    Financial Department

    Defines the financial department of the company. Click the Browse icon to select the department.

    WIP Class

    Defines the work-in-process (WIP) class. The WIP class indicates the transaction category for the company. Click the Browse icon to select the WIP class.

    Investment Class

    Defines the investment class. The investment class is used to categorize company-related projects. Click the Browse icon to select the investment class.

    Company Class

    Defines the company class for the company. Click the Browse icon to choose the company class.

    Batch Cycle

    Defines the batch cycle associated to this company. The batch cycle determines how financial transactions are processed. Click the Browse icon to select the batch cycle.

    Date Opened

    Defines the date the company was financially enabled. Click the Date Picker icon to select the date.

    Invoice Template

    Defines the invoice template used when printing external billing invoices. Click the Browse icon to select the invoice template.

    You can create your own invoice template by creating a customized report.

    Note: See the Administration Guide for more information.

  5. Save changes.
  6. Provide the billing address information.

More information:

View the List of Companies

Manage Company Billing Addresses