This guide explains the purpose and functionality of company records in XenDirect, including their navigation, usage, and key features. Users will learn how to manage company records effectively and understand their application within the system.
Navigation:
Main Menu → Companies
Applies To: Enterprise, Plus, Basic
Overview
Company records are branch-shared, meaning they are accessible across all branches in a multi-branch setup. They are integral to various XenDirect features, as detailed below. Unless specified otherwise, all features are available in all versions of XenDirect.
| Table |
Field |
Purpose / Version |
|---|---|---|
| Client |
Mailing Company |
The company name is part of the work mailing address. |
| Client |
Employer |
The client's employer. |
| Client Application |
Company Referral |
The company that made the client referral. Enterprise only. |
| Client Employment |
Employer |
The employer company. Enterprise only. |
| Client Enployment Verification |
Employer |
The employer company. Enterprise only. |
| Client Higher Ed |
Higher Education Name |
Name of the higher education institution. Enterprise only. |
| Client Invoice |
Company |
The company assigned to pay the invoice. |
| Client Referral |
Referral |
Referral company. Enterprise only. |
| Course Schedule Funding |
Company |
Funding organization. Enterprise and Plus only. |
| Funding Sources |
Company |
Funding organization. Enterprise and Plus only. |
| General Ledger |
Company |
Payments the company paid. Expenses are vendor company. |
| Job Openings |
Company |
Employer. Enterprise only. |
| Message Log |
Company |
Company message sent to. |
| Company Documents |
Company |
Company documents are linked to. |
| Company Log |
Company |
Company the log record is for. |
| Company Members |
Company |
Company the members are linked to. |
| Textbooks |
Company |
The vendor company. |
Key Details
-
Company Name: This is a required field and must be unique for each record. Apostrophes cannot be used in the Company Name field for programming reasons.
-
Name Prefix List: This is a user-defined list.
-
Company Type: Also a user-defined list and a required field. Examples include company, sponsor, vendor, textbook vendor, employer, board member, etc. • Reserved Types: “Company” and “Employer” are reserved and used elsewhere in XenDirect. Avoid altering the spelling of these types.
-
Billing Address:
-
Used in client payment transactions if not specified on the transaction.
-
Appears on client invoices.
-
If not entered upon saving a Company record, the mailing address will automatically populate the billing address. “Same as Mailing” can also update the billing address.
-
-
Bill to Attention of: If populated, this field replaces the contact’s first and last name in the Invoice report address.
-
Stop/Hold Field: Flags special client registration matters. Text entered here triggers a pop-up prompt when a new Client Registration Payment is tagged to the respective company.
-
NAIC Code: See Business Codes.
Tabs and Their Functions
-
Individual Clients Tab:
-
Displays clients tagged as Individual Clients where the Company/Employer field matches the Company Name.
-
-
Corporate Clients Tab:
-
Displays clients tagged as Corporate Clients where the Company/Employer field matches the Company Name.
-
-
Donations Tab:
-
Shows donations made by the company to the organization and their values. (Available in Enterprise and Plus versions only.)
-
-
Company Notes Tab:
-
Logs dates and information regarding contact with the company.
-
-
Deleted Companies:
-
Provides a record of deleted companies for informational purposes. Only records deleted on or after 4/1/13 will appear here.
-
Important Notes
-
The Company Name field must be unique.
-
Reserved types “Company” and “Employer” should not be altered.
-
Utilize the "Same as Mailing" option to streamline billing address updates.
Conclusion
Company records play a critical role in XenDirect by ensuring consistent and accurate information across the system. For further assistance, refer to related articles or contact support.