Company Listing

complist.gif

Company ID F2

Press TAB to accept the default of ALL, or enter one or more COMPANY IDs in the space provided.

Press F2 or the right mouse button to search for a company. From the SEARCH METHOD pop-up, you can select either a multiple choice PICK LIST or the FIND WINDOW.

Report Type: Cwhelp00090000.gif Summary Cwhelp00090001.gif Detail

Use the radio buttons to select either a SUMMARY report or a DETAIL report. The default selection is SUMMARY, which shows these fields:

COMPANY ID

COMPANY NAME/ADDRESS

DIRECT DEPOSIT BOX INFO

The DETAIL version of this report contains these fields:

COMPANY ID

COMPANY NAME/ADDRESS

DIRECT DEPOSIT BOX INFO

G/L INFORMATION
FISCAL YEAR BEGINNING MONTH
ACCOUNTING METHOD
CASH ACCOUNT NUMBER
ESCROW CASH ACCOUNT NUMBER
LONG TERM ACCOUNTS RECEIVABLE ACCT. NUMBER
SHORT TERM ACCOUNTS RECEIVABLE ACCT. NUMBER

ACCOUNTS PAYABLE ACCT. NUMBER
CLIENT DISBURSEMENTS ACCT. NO.

RETAINED EARNINGS ACCT. NO.

OWNER EQUITY ACCT. NO.
MAINTENANCE FEE ACCOUNT NUMBER

BANK INFORMATION
BANK ID/NAME

MINIMUM BALANCE

ACCOUNT NUMBER

ADDRESS

CLIENT INFORMATION
CLIENT ID/NAME
OWNERSHIP PERCENTAGE

STATUS

CREDIT BUREAU REPORTING

NOTES

Include: Cwhelp00090002.gifCwhelp00090003.gif OpenCwhelp00090002.gifCwhelp00090004.gif Closed

Use these check boxes to determine if both open and closed companies will be printed on the report. The default is for open. You can print just OPEN, OPEN and CLOSED, or just CLOSED.

Sort Order: Cwhelp00090000.gif Co ID Cwhelp00090001.gif Co Name

Select one of the radio buttons to sort the report alphabetically by COMPANY ID or COMPANY NAME. The default selection is COMPANY ID.

Output: Cwhelp00090000.gif MonitorCwhelp00090002.gifCwhelp00090001.gif Default Printer

Choose the monitor or printer radio button shown in OUTPUT. This allows you to view a report on your monitor or send it to a printer. See the Operating Features chapter for help navigating the on-screen report viewer and choosing the default printer.