Location

The Location screen allows you to define a physical location. This is used in the company and employee documents. It is also used in bill remit routings to indicate where clients should mail their payments.

General

In the General area, define the location.

Field Description
Code Enter a unique alphanumeric key to identify the document. Once a code has been entered and the document has been submitted to final, it typically cannot be changed.
Name Enter a name to describe the document. The name does not have to be unique.
  Mailing Address

Select if this address can be used to send and receive mail. If selected, Street, City, and Country are required.

  Phone Number Enter a telephone number for the location.
  Fax Number Enter a fax number for the location.
Street Enter the street address. This field is required when Mailing Address is selected.
City Enter the city. This field is required when Mailing Address is selected.
State/Province Enter or select the state or province. This field is required when Mailing Address is selected and the selected Country is set to have States or Provinces. For more information, see Country.
Zip/ Postal Code Enter the zip or postal code. This field is required when Mailing Address is selected and the selected Country is set to have postal codes. For more information, see Country.
Country Enter or select the country. This field is required when Mailing Address is selected.
  Status

Select the status of the document.