PortalClientCompany

Add Company to portal
Export Values

Company Name	Address 1	Address 2	City	State	Zip Code	Phone Number	Active	Admin	Created	Modified
{{item.CompanyName}}	{{item.Address1}}	{{item.Address2}}	{{item.City}}	{{item.StateName}}	{{item.Zipcode}}	{{item.PhoneNumber}}	{{item.IsActive}}	{{item.CompanyAdminName}}	{{item.CreatedByUESDate \| date: 'MMM dd, yyyy'}}	{{item.ModifiedByUESDate \| date: 'MMM dd, yyyy'}}

Company Details
Employees
Bank Information

Use Existing Company:

Company

Company Name

Address 1

Address 2

City

State {{SelectedCompany.StateName}}

Zipcode

Phone Number

Administrator

Active

Company:
{{SelectedCompany.CompanyName}}

Address:
{{SelectedCompany.Address1}} {{SelectedCompany.Address2}} {{SelectedCompany.City}} {{SelectedCompany.StateName}} {{SelectedCompany.Zipcode}}

Phone:
{{SelectedCompany.PhoneNumber}}

Name	Title	Phone	Email	Ice Handle	Created UES	Created Client	Updated UES	Updated Client
{{item.FirstName}} {{item.MiddleName}} {{item.LastName}}	{{item.Title}}	{{item.WorkPhone}}{{item.WorkPhoneExtension}}	{{item.Email}}	{{item.IceHandle}}	{{item.CreatedByUESDate \| date: 'MMM dd, yyyy'}}	{{item.CreatedByPortalDate \| date: 'MMM dd, yyyy'}}	{{item.ModifiedByUESDate \| date: 'MMM dd, yyyy'}}	{{item.ModifiedByPortalDate \| date: 'MMM dd, yyyy'}}

Use Existing Employee:

Employee

First Name

Middle Name

Last Name

Title

Work Phone

Extension

ICE Handle

Company:
{{SelectedCompany.CompanyName}}

Address:
{{SelectedCompany.Address1}} {{SelectedCompany.Address2}} {{SelectedCompany.City}} {{SelectedCompany.StateName}} {{SelectedCompany.Zipcode}}

Phone:
{{SelectedCompany.PhoneNumber}}

Bank Name	Address	Created UES	Created Client	Updated UES	Updated Client
{{item.BankName}}	{{item.BankAddress1}} {{item.BankAddress2}} {{item.BankCity}} {{item.BankStateName}} {{item.BankZip}} {{item.BankZipExt}}	{{item.CreatedByUESDate \| date: 'MMM dd, yyyy'}}	{{item.CreatedByPortalDate \| date: 'MMM dd, yyyy'}}	{{item.ModifiedByUESDate \| date: 'MMM dd, yyyy'}}	{{item.ModifiedByPortalDate \| date: 'MMM dd, yyyy'}}

Bank Name

Account Name

Account Number

ACH Routing Number

Wire Routing Number

Bank Address

Address 2

City

State

Zip

Zip Ext

Comments

Status: Pending {{selectedBank.RequestStatusName}}

Upload PDF

Upload new payment instructions on company lettlerhead, signed by an office of the company and with officer contact information so we can verbally confirm upon receipt.

Choose File

{{pageName}}

New Company Edit Company close

Upload PDF

New Company Edit Company