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:
|
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.
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