Setting up Company Profile Records
The Add/Edit Company Profile Records Module step is used to enter information specific to your organization (i.e., name, address, and phone numbers). It also establishes the default general ledger accounts for primary accounts (i.e., bank accounts, accounts receivable, accounts payable and accrual accounts).
The defaults entered in the company profile are important to the processing of the eTEK™ Accounting system. When you first enter the company profile the defaults are set to the first account entered into the Account Information form (generally a cash account). If the defaults are not changed, all fields that use default accounts will continue to display the cash account. In some cases, as with Current Earnings, there is no opportunity to override the general ledger number before it gets updated so make sure you have the correct account selected in the company profile.
To setup the company's name and address, complete the following procedures:
1. Select the Data Entry tab, System Utilities Module and double-click on the Module step Company Profile Records.
2. The Company Profile setup screen will be displayed.
3. Enter or edit information for the following sections: Name & Address, FICA Information and Default General Ledger Numbers.
4. Press the [Close Current Window] button to save any changes and return to the Main Module.