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Questions for Addresses Tab—Simplified Setup

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic—one set of questions for each bank account you want to set up. Right-click this topic to display a pop-up menu, and then click Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on the setup questions pages.
4. Enter a response or circle your answer. The If statement tells you what you should do on the tab in the system, based on your answer.
5. Use your answers as a guide to setting main, mailing, and billing addresses.

Questions for Address Tab

Main

What is the company main address?

________________________________________________

________________________________________________

________________________________________________

Zip ____________City __________________State ______

Country _________________________________________

Contact Title / First Name / M.I. / Last Name / Suffix

Who is the contact at the company mailing address?

Enter a title, first name, middle initial, last name, and suffix (for example, Sr.):

________________________________________________

Phone

At what phone number can you reach the contact at the company mailing address?

Area code ________ Phone number:__________________

Fax

At what fax number can you reach the contact at the company mailing address?

Area code ________ Phone number:__________________

Email

At what email address can you reach the contact at the company mailing address?

Enter an address: _________________________________

Mailing

Same as Main Address

Is the mailing address for the company the same as the company address?

Circle one: Yes or No.

On the screen:

—If yes, add a checkmark. Do not answer the rest of the questions in this section; go to the Billing Address section.

—If no, accept the default of no checkmark. Complete the remainder of the questions.

What is the company mailing address?

________________________________________________

________________________________________________

________________________________________________

Zip ____________City __________________State ______

Country _________________________________________

Contact Title / First Name / M.I. / Last Name / Suffix

Who is the contact at the company mailing address?

Enter a title, first name, middle initial, last name, and suffix (for example, Sr.):

________________________________________________

Phone

At what phone number can you reach the contact at the company mailing address?

Area code ________ Phone number:__________________

Fax

At what fax number can you reach the contact at the company mailing address?

Area code ________ Phone number:__________________

Email

At what email address can you reach the contact at the company mailing address?

Enter an address: _________________________________

Billing

Same as Mail Address

Is the billing address for the company the same as the company address?

Circle one: Yes or No.

On the screen:

—If yes, add a checkmark. Do not answer the remainder of the questions for this tab.

—If no, accept the default of no checkmark. Complete the remainder of the questions.

What is the company billing address?

________________________________________________

________________________________________________

________________________________________________

Zip ____________City __________________State ______

Country _________________________________________

Contact Title / First Name / M.I. / Last Name / Suffix

Who is the contact at the company billing address?

Enter a title, first name, middle initial, last name, and suffix (for example, Sr.):

________________________________________________

Phone

At what phone number can you reach the contact at the company billing address?

Area code ________ Phone number:__________________

Fax

At what fax number can you reach the contact at the company billing address?

Area code ________ Phone number:__________________

Email

At what email address can you reach the contact at the company billing address?

Enter an address: _________________________________

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Introduction - Simplified Setup

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