Company List Report

Company List Report

Purpose

The Company List gives a report of all the companies that have made reservations. This report can be run for a specific location or it can be run for all locations. Furthermore, you are also able to restrict the companies on their status.

Accessing the Company List

Reports >> Other Reports >> Customer Sales Report >> Company List




Parameters / Filters 

Location
This report can be run for All Locations or a specific location
Company Status
Select one of the three following option from the drop down:
  1. Active company records
  2. Active company records with account # 
  3. All company records
Toll Billing Account Only 
Only show company accounts that have the Toll Billing flag set 

Once you have set the Parameters / Filters, click "View" to run the report. 

Example


Field Descriptions

Company ID
The companies ID within your RCM system.
Company
The name of the company.
Account #.
The account number of the company.
Last Dropoff 
The date of the last drop off linked with that company.
GST#/ ABN #
The companies GST number or ABN (Australian Business Number).
Invoice method
The invoice method chosen for this company when you made it.
This could be either "Standing Hire" or "On Account".
Payment Terms
When creating the company, you can select what the payment terms will be, e.g. Payment due 12 days after invoice OR Due 20th of the following month etc. This then shows under the "Payment Terms" field on this report.
Toll Billing
This indicated whether or not this company is a Toll Billing Account.
HD Contact
The name of the company's head office contact
HD Email
The companies head office email address.
HD Phone
The companies head office phone number.
HD Address 
The physical address of the head office.
HD Suburb/Town
The suburb/town where the head office is based.
HD State/Provinces
The state/province where the head office is based.
HD Post Code
The post code of the head office's address.
Billing Contact
The name of the billing contact.
Billing Email
The email address of the companies billing contact.
Billing Phone
The phone number of the companies billing contact.

Printing/Exporting 

Click here for details on how to print or export a report from RCM.