Company Maintenance

Company Maintenance

Company Details

The Company Maintenance Screen allows the user to view and edit company information. The Company Details Tab is displayed below. The Billed Through Date will automatically be updated by the Dues Checkoff Billing process. The company Billing Frequency and Dues Checkoff Sequence can be selected from the drop down lists. The local union can select to bill initiation fees as a fixed amount per billing period or divide the fee into a selected number of periods. The probationary days for the company will override the contract probationary days. If a member has a payment that has been designated to apply to a specific future charge, the user can select how many days until this payment should revert to apply to any unpaid charge. The Dues Checkoff Electronic File Definitions for this company are displayed on this screen and can be updated by clicking the button in the lower corner of the screen.

Billing Options

The Billing Options Tab is used to view or edit Dues Checkoff Billing options for the company. The user can check what types of transactions are to be included in the dues checkoff billing. If certain transactions are to be sent on separate billing reports then this can also be selected. If the company is billed for exceptions then the type of transactions to include on the exception billing can be selected. The user can also select How to Bill the company and whether separate payment files are received from the company. The maximum amount to bill any member in the company can also be set in this tab. The user can also select which billing reports to send to this company.

Work Locations

The Work Locations Tab of the Company Screen provides a list of the work locations assigned to this company. The buttons to the right of the Work Locations windows allows the user to launch the Work Location Screen to Add, Edit, Delete or View Work Location information. In the Edit, Delete and View modes, the highlighted Work Location will be accessed in the Work Location Screen. This can also be accomplished by double clicking on the Work Location. This Work Location Tab also allows the user to define a specific Work Location as the template for adding new work locations for this company.

Contacts

The Contacts Tab provides a list of all contacts for this company with their title and various contact numbers. The buttons on this screen allow the user to launch the Contact Maintenance Screen to “Create” a new contact in the Contact Database, “Add” an existing contact in the Contact Database to this company, “Edit” the highlighted contact, “Delete” this contact from being connected to this company or “View” the details on the selected contact.

Dues Rates

The Company Dues Rate Tab allows the user to view the Dues Schedules and corresponding Dues Ranges and rates assigned to this company. The Dues Schedule Maintenance Screen can be launched by double clicking on the desired Dues Schedule.

Fee Rate

The Company Fee Rate Tab allows the user to view the Fee Schedules and corresponding Fee Ranges and rates assigned to this company. The Fee Schedule Maintenance Screen can be launched by double clicking on the desired Fee Schedule.

Payments

The Payments Tab of the Company Screen allows the user to view each company payment in descending date order. A total of all payments for the current year and prior years is listed in the right box. The user can double click on any payment to view more detail information about this payment and the transactions it posted against.

Billing History

The Company Billing History Tab will display information about each Dues Checkoff Billing for this company. The date and time the billing was created and when the media file(s) and reports were created is displayed. The amount billed in eight categories is also displayed.

Notes

The Notes Tab of the Company Screen will display all notes for this company in descending date order. Each note is automatically stamped by the system with date, time and user identification. The buttons to the left of the note screen allow the user to add or edit notes.

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