Setting up General Information

The Information tab of the Companies window includes all the general information of the company selected. Follow these steps to learn how to complete the Information tab.

1. To access the Companies window, click Companies on the Data Entry menu.
2. On the Information tab, type the company's name in the Company field.
3. Type the contact's name in the First and Last fields.
4. Type the mailing address in the Postal Address, City, State, and Zip fields.
5. Type the contact's phone and fax numbers in the Phone and Fax fields.
6. If available, enter the Web page of the company.
7. Type the contact's email address in the email field.
8. Type the company's Employer Identification Number (EIN) in the Employer ID No field. This number is mandatory. PRPay cannot process payrolls without it.

Two companies cannot have the same Employer ID Number (EIN).

1. The Last Data Entry field shows the last date changes were made to this company.
2. Type any other information related to this company in the Notes box.
3. Click the Save button to save the changes.

Search by

Use the search engine to look for a company by its name or EID.

1. Enter the name or part of the name of the company in the Name field and click . The company will be selected and the information tab will display the company's information.
2. To search by Employee ID Number (EIN), enter the number in the EID field and click . The company will be selected and the information tab will display the company's information.

How do I...