Company Profile Screen

Click to send a test email using the settings specified on the Email tab.

Enter your company's address, using up to four lines, with a maximum of 60 characters on each line.

Enter the business registration number for your company. This number is required for tax purposes in some jurisdictions (such as Malaysia and Singapore).

Enter the name of the city where your company is located, using up to 30 characters.

Enter the name of the country where your company is located, using up to 30 characters.

Enter an identifying code for your company, using up to 6 characters.

Note: After saving a company profile, you cannot change the company's ID.

Enter the commonly used name of your company.

Note: This name can be different from your company's legal (registered) name.

Enter the general contact fax number for your company, using up to 30 characters.

Note: You can enter a different fax number in each subledger (General Ledger, Accounts Receivable, and Accounts Payable).

Select this option to format all 10-digit phone and fax numbers using parentheses and hyphens in the following pattern: (555) 433-4333.

Do not select this option if you use longer phone or fax numbers, or need additional punctuation.

Note: This option must be the same (either selected or cleared) in the Company Profile and all subledgers (General Ledger, Accounts Receivable, and Accounts Payable).

Enter the legal (registered) name of your company.

Enter the name of a general contact (either a person or a position) at your company, using up to 60 characters.

This contact is useful if you maintain separate accounting records for more than one company or division.

Note: You can enter a different contact in each subledger (General Ledger, Accounts Receivable, and Accounts Payable).

Enter the name of the state or province where your company is located, using up to 30 characters.

Enter the number you use to file 1099 or CPRS reports for your company.

Enter the general contact phone number for your company, using up to 30 characters.

Note: You can enter a different phone number in each subledger (General Ledger, Accounts Receivable, and Accounts Payable).

Enter your company's zip or postal code, using up to 20 alphanumeric characters.

This field appears if you select Microsoft Graph in the Email Service field.

Enter the client ID (alternatively called the application ID) from your Microsoft 365 account.

This field appears if you select Microsoft Graph in the Email Service field.

Enter the client secret from your Microsoft 365 account.

Specify how to email documents from Sage 300:

• Basic Authentication SMTP. Email documents using an SMTP server.
• Microsoft Graph. Email documents using Microsoft 365.

If the Use Email Service option is selected, enter the email address to be used when sending email. (This field is not used if you email documents using Microsoft Outlook.)

Note: If you send email using Basic Authentication SMTP as your email service, this address may need to match the one you enter in the Username field, or may not work unless you set up an email alias. Consult your SMTP server documentation for details about sending email.

This field appears if you select Basic Authentication SMTP in the Email Service field.

Enter the password for the email account to be used when sending email.

To receive copies of emails that you send to customers or vendors, enter one or more email addresses where copies should be sent.

If you enter multiple email addresses, separate them with a semicolon. For example: [email protected];[email protected].

Note: This field works like Bcc (blind carbon copy). Email recipients are not alerted that you have sent a copy to yourself.

This field appears if you select Basic Authentication SMTP in the Email Service field.

Enter the server name for your email server, using the format smtp.server name.

This field appears if you select Basic Authentication SMTP in the Email Service field.

The default value is 587, but you can change it. Consult the documentation for your SMTP server or service.

This field appears if you select Microsoft Graph in the Email Service field.

Enter the tenant ID (alternatively called the directory ID) from your Microsoft 365 account.

Enter the email address of the recipient for the test email.

Select this option to email documents using the service specified in the Email Service field, or clear this option to use Microsoft Outlook.

This field appears if you select Basic Authentication SMTP in the Email Service field.

The default value is Yes, but you can change it.

Important! This setting affects data encryption and authentication. Consult your IT professional or SMTP server documentation to determine which setting to use.

This field appears if you select Basic Authentication SMTP in the Email Service field.

Enter the username for the SMTP server to be used when sending email.

Enter a 6-character code for the branch.

Enter a 6-character code for the country.

Specify the default currency rate type for converting a source currency amount to its functional-currency equivalent.

Select this option if your company is based in or operating in a member state of the European Monetary Union and you want to print reports in both euro currency and your national currency.

Note: This option appears only if you select the Multicurrency option.

Specify the currency in which your company books are kept.

Specify the accounting method to use for exchange gains and losses that arise during revaluation. For more information, see About Accounting for Exchange Gains and Losses.

Specify the type of message that appears in subledgers and Bank Services if a user enters an inactive general ledger account number:

• None. No message appears and the user can proceed.
• Warning. A message appears, but the user can proceed.
• Error. A message appears and the user is prevented from entering the inactive account number.

If your country requires Value Added Tax (VAT) reporting, enter the location code (up to 30 characters).

If your country requires Value Added Tax (VAT) reporting, enter the location type code (6 characters).

Specify the type of message that appears in subledgers and Bank Services if a user enters or posts a transaction to a locked fiscal period:

• None. No message appears and the user can proceed.
• Warning. A message appears, but the user can proceed.
• Error. A message appears and the user is prevented from entering or posting the transaction.

Important! If you select Warning or None for this option, users can post transactions in subledgers and create batches for General Ledger even to locked fiscal periods. You should select Error if you want to prevent posting to a locked period.

This option does not affect processing in General Ledger. Regardless of your selection for this option, no user can post transactions in General Ledger to a period that is locked for General Ledger. The system always generates an error when you try to post to a locked fiscal period in General Ledger.

This option does not affect Data Integrity checks or your ability to save bank records.

Select this option if your company does business in more than one currency, and you enter, create, import, post, and report transactions in more than one currency.

Note: After saving a company profile, you cannot change this option for the company.

Specify the type of message that appears in subledgers and Bank Services if a user enters a general ledger account number that does not exist in General Ledger:

• None. No message appears and the user can proceed.
• Warning. A message appears, but the user can proceed.
• Error. A message appears and the user is prevented from entering the account number.

Specify the number of fiscal periods on your company calendar:

• 12. For a fiscal year that is divided into calendar months.
• 13. For a fiscal year that is divided into 4-week periods.

  Note: If you select 13, you must specify the quarter that has four periods (rather than three) in the Quarter with 4 Periods field.

If you use a 13-period ledger, specify the quarter that contains four fiscal periods, rather than three.

Note: You can change this quarter later, although if you do, your previously printed reports may not be consistent with data printed after the change.

If your functional currency is the euro (EUR), and you want to print reports in both euro currency and your national currency, enter your national currency in this field.

Do not enter a reporting currency if the euro (EUR) is not your functional currency.

Note: This field appears only if you select the Euro option.

For more information, see Tax Reporting Currency in the Tax Services help.

Enter a number of days. If a user enters a transaction date that is before or after the session date by more than the number of days specified in this field, a warning message appears. This helps prevent entry of incorrect transaction dates.

Note: If you want warnings to appear less often, enter a large number, such as 999.