Company Details

Purpose

Vault allows for multiple companies to be used. This is managed through the assignment of a company to an account on creation of the account.

Reports can then be filtered or ordered to separate companies.

The Dealer and Insurer (if applicable) on an account must be associated with the same company as the account.

Access

1. Control | Edit/View Company Codes
   
2. [F2] on the company fields

Dialog Details

Main Tab

Detail Specific Fields

Field	Description
Address	Address of the company This will print to Account Statements and Summaries sent to Clients
Contact Details	Contact Details for Clients This will print to Account Statements and Summaries sent to Clients
Company Number	Record your Company Number
Company Tax Code	[F2] to access the Tax Code Browse and  the appropriate Tax Code
Secured Party	[F2] to access the Secured Party Browse Where multiple companies are in use, the PPSR Secured Party for each company should be specified here When an account is created, the correct secured party will then be entered by default
Allow Securitisation	Disregard

Reports Tab

Customised Reports are linked from this tab and used when generating any of the reports on the list. If the field is blank the generic report will be used.

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