Corporation Summary

Record general details in the Corporation segment.

Permission for this component is granted via the manage corporation permission under the general administration category.

1. Select Corporation in the segments drop-list.

2. The details for the corporation are listed.

   

   • Corporation name and Corporation dba Name can be different and can duplicate another corporation record, but the Federal EIN must be unique.

   • Next Invoice Number tells the bill processing workflows where to start numbering for each process run.

     This field is updated at the end of each billing process run.

   • Deactivate the corporation by removing the Active flag.

     

   • Contact Information for the corporation is very straight forward address, phone and online contact data.

3. Click on the Edit button to modify the corporation name, EIN, address, contact numbers and email/online addresses.

   

4.  While updating the form, fields marked in red are required to complete the workflow. Click on the buttons to the right of certain fields to open a new window which will allow you to search and select options related to that specific field.

   

5. Click Save to keep changes or Cancel to discard.