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Host Company (your business/s)

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Host Company (your business/s)

27, Jul, 2019

Overview

Your company as a business entity in the system and the impact the settings have on the system.

Most fields have help attached when you hover over the field

 

See Starting on SaaSplications for best practice steps to setup an new business entity.

You can promote an existing company in the system to a host company

  1. Clear the host company form

  2. Tick on "I intend to promote a company to a Host Company"

  3. Retrieve the company using the company search code

Logo in the navigator

When you use multiple different business entities in the system you may have a different logo showing when you change entities.

Reports

The information on Host Company is used in reports - for example debtor invoices.  

Eg company name, ABN, Bank Details, web address, logos, company address etc.

Signature image for PDF's

A signature file is an Attachment on host company with key "Signature"

Sales Channels

Each Debtor has a Sales Channel.

Each sales channel can have a number of tags.

Can run the profit and loss to break out the values using the sales channel tags (one or multiple) - as an example:

Divisions / Departments

Are used on Journals to enable department based reporting

Currency / GST / BAS / Freight

Setups for the BAS statement

Deliver charges are setup here

Sales / Credits / Stop Supply Section

Cash sale entity code is the default cash sale debtor
Minimum GP% and Target Markup is used to:
Auto Allocate invoices - used when a payment is entered and will allocate the oldest invoices to the payment
Auto off credit hold - removes customers and orders from hold (only those on hold due to debt) when a payment removes the hold requirement
Max Write offs

  1. Max Debtor write-off adjustment - allows users with Secure Features#CanWriteOffDebtorBalance to write off small amounts - see Getting orders off hold and out the door#Savethepaymentandupdatetheallocations

  2. Max Creditor write off adjustment - allows users with Secure Features#CanWriteoffCreditorBalance to write off small amounts - Supplier Invoices and Payments#SmallAmountWriteoffs

    1. With the option to use the invoice date (Action Menu)

Fee service

determines the service to be added to the invoice for cheque payment charge

Default price list

will default for all new debtors.  Note that each price list has unique price values for each branch in the system so widget X on price list "Key Customers Pricing" will have one price in NSW and a potentially different price in QLD

Booking Services and Fees

Used only by Vehicle Hire companies

Host Company Profile Settings

Used to turn on or turn off functionality for the Host Company

  1. New Debtors Require Approval - will limit the creation of debtors to users with Secure Features#CanCreateNewDebtor

  2. Geo Locate Entities - all addresses when saved will be geolocated with Lat Long so can be viewed on maps.  Note only valid addresses that can be found by Google will be located

  3. Require PIN ConfirmAnonymousRego - 

  4. Claim Fuel Tax Credits

  5. AutoRound Generated invoices - Auto-rounds where the payment method is cash 

  6. Allow Pending Refunds

  7. Department mandatory on expense journals - self explainatory

  8. Enforce branch on orderless debtor journals - will not be able to save the journal unless each line has a branch

  9. New Entities must have contact detail = either a phone number or email address before can save them - ie a way to contact them.

  10. Nightly - defer unfinished scheduled events

  11. Weekly: Calculate raw sales data - creates a table used by the forecasting tool of each week of sales

  12. Daily - send bookings digest

  13. Use perpetual financial document numbering - alternatively can have it reset each month or each year and use the month / year in the number

  14. I sell primarily to businesses (distributor) - changes the default from Markup to Gross Profit as default in price lists, sets sell price as incGST

  15. Email remittance advices - will automatically email remittance advices when created

  16. Nightly: Email Statements - will email statements required by Stop Supply process

  17. Allow Drop Ship sales order lines - enables Drop Shipments - supplier sends direct to customer at the line level of a sales order

Entity and Debtor Profiling

Used to add flags to the Customer /Supplier in the system.

Standard Entity Profiles - add to Company and Person

  1. Route Stop - used to indicate this business is one that a route (eg bus route) picks up or drops off at

  2. Booking Hub - Indicates an organisation that may take bookings on your behalf

  3. Common Pickup/Dropoff - does not require a booking in order for the vehicle to stop

  4. 3rd Party - Not directly related to your business - an entity that you may contact eg tradesperson or worksite

  5. Subscribe to Periodic Emails - adds a checkbox on person and company.  Enables export of subscribed list to be used in external mass email tool