Companies

How do I get here?	Setup ► Company Settings ► Companies
Purpose	At the top level, Clients can have one or more Companies represented in their TBS system. This is useful when the client has multiple business units that it would like to keep separate yet have all bill from one system. The Company can then be set on specific Charge Details and User Settings allowing Clients to filter a charge set to a particular customer as well as filter the accounts a user has access to according to the overarching Company they have access to. A User can have access to one or more Companies. Future items that will be filtered by Customer include Agents, Invoice Messages, Billing Cycles, Rate Plans, Free Plans and possibly Email Templates. This Company Name must be setup first before moving on to setting up branding and Base information.
Security	Maintenance Module
Taxing Impact	N/A
Commission Impact	N/A
Data Field Definitions	View Here

Company Grid - Shows all Companies setup in the Client's system.

Company Details - At this point, only a Company Name is needed at the Company Level. Additional features from Base will be moved up to the Company level as new development is rolled out (i.e., SMTP settings, etc.).

Data Field Definitions

Field	Description	Notes
Company Name	A Unique Company Name within the TBS system. One or more company names can be added. The Company can then be set on specific Charge Details and User Settings allowing Clients to filter a charge set to a particular customer as well as filter the accounts a user has access to according to the overarching Company they have access to. A User can have access to one or more Companies.	Future items that will be filtered by Customer include Agents, Invoice Messages, Billing Cycles, Rate Plans, Free Plans and possibly Email Templates.
Precision Identifier	The unique account identifier that Precision uses to identify the specific account for your company.
Avalara Client ID	When using Avalara, the TBS taxing engine will forward the fields' contents to Avalara. Allows you to use your own Avalara credentials (if configured) instead of Precision-supplied credentials.
Avalara Client Profile ID	When using Avalara, the TBS taxing engine will forward the fields' contents to Avalara. Allows you to use your own Avalara credentials (if configured) instead of Precision-supplied credentials.