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Springboard Manage
Edit Company
- From the Company Information or Company Search page, select Edit Company from the Company dropdown menu.
A list of all companies under a specific SPA entered are displayed on this page.
- Select Edit next to the company to update from the list. The Update Company screen appears.
Note: The Edit Company feature must be turned on for the user before they can edit company information. Contact your Springboard administrator for details.
Note: The Update Company screen is identical to the Create New Company screen with the addition of the following fields.
Field Descriptions:
Billing Option: Code representing how commercial cards are processed.
| Valid Codes | |
|---|---|
| C | Commercial card processing uses billing with interest calculation beginning on a constant day of the month, as set in the Company Card # of Days parameter in the Miscellaneous Agent Pricing section (PF PC AP) of the Product Control File. |
| D | Commercial card processing uses billing with interest calculation beginning a specific number of days after cycle time, as set in the Company Card # of Days parameter. |
| N | Not a commercial card processor. |
| P | Commercial card processing uses billing with normal interest calculation. |
| R | Commercial card processing uses billing with normal interest calculation. |
| S | Commercial card processing uses billing with normal interest calculation. Code S becomes code P after nightly processing. |
Statement Option: Code representing whether commercial card statements are sent to the financial institution or directly to the customer.
| Valid Codes | |
|---|---|
| 0 | Send commercial card statements directly to you. |
| 1 | Send commercial card statements directly to your customers. |
Account Opening Date: Date when the account was opened.
Generation Date: Date when the account was generated.
Generation Code: Code indicates when monthly reports generate.
| Valid Codes | |
|---|---|
| C | Account Cycle |
| M | Month End |
- Update the necessary company information. The fields with asterisks (*) are required. Select Next to proceed to the next page.
- Select Update Company to complete the process.
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