Home > Data Center > Address Book
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Because you need to add information about your banks to the Address form for your company and add information about your contacts' banks to their Address records, you might find it easiest to start by completing Bank Address forms.
Address Book
The Address Book contains all addresses that you have the right to view.
On the main menu
, under Data Center, next to Address, click List.In the Data Center quick links, click:
Insert excerpt IMOS - List View IMOS - List View nopanel true By default, the following filter is applied, but you can change it: Status is not Inactive
Address
To view an existing Address, on the Address Book, click its row or Full Name link. If the Full Name is not visible, click into the field and use the right arrow on the keyboard to scroll to the right and view the full name.
To create a new Address:
Do one of the following:
On the Address Book, click +.
On the main menu
, under Data Center, click Address.
Insert excerpt IMOS - Details View - Card Panels IMOS - Details View - Card Panels nopanel true To share an address, copy its URL and then share it with any signed-in users in your organization.
Address details are in the center:
Information appears in Remittance Information, Contacts, and other sections, depending on the address Type. (When counterparty type set to Owner this list will be displayed when selecting a remittance bank within the claims tab of Laytime Calculation)
You can access additional tools, forms, and information on the toolbar and right panel.
Complete at least the following information:
Types: The form has slight differences for Bank (Type N) or Company (Type W) entries.
Short Name: The Short Name for Types other than W can be up to 32 characters, but if you will use mirroring for internal companies, the Short Name for all companies must be the same. Because a W record is limited to 6 characters, the internal Owner and Charterer Type records are also limited to 6 characters.
Note: the Short Name cannot be changed on the system. This is due to wide implications across the system and is deemed very unsafe for data integrity. Other details such as the full name, address details etc., can be changed, however the short name is used in multiple tables across the system and for these reasons the field cannot be changed. We recommend making the vendor with the old short name inactive, and creating a new vendor using the new short name.
Curr: Check that the default currency is correct; otherwise, select the currency in which you deal with this contact.
Note: The base currency cannot be modified on W companies.Full Name
Address: Enter at least the first line.
Anchor RefCode RefCode Reference No. (up to 32 characters): This field is used in Barging for forming Contract IDs for Time Charter, SPOT, or COA Equipment Contracts; it is required for any Charterer or Owner being added to one of these contracts.
Complete additional fields as needed.
Credit Term, for number of days, and Credit Line are as advised by the Chartering Accountant. This is for information only and will not trigger any validation when invoicing.
Save the form.
Note: When creating Agent address book entries, ensure that the Veslink ID field is populated with the Agent’s Company Code from veslink.com. If you do not know this value, feel free to reach out to Veson Nautical Support for assistance.
Toolbar
Use tools on the toolbar to create, find, save, or delete records.
Ports Serviced: View or enter ports serviced by the contact.
Agent Expenses: On the Agent/Vendor Port Expenses List, customize the expense breakdown on a Port Disbursement.
Report: Run the IMOS Address report.
Panels
To access additional information in the right panel, click any of the following:
Remittance Information tab
Note: This tab is different for Bank (Type N) Addresses and Company (Type W) Addresses.
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To enter additional remittance information, right-click the line and then click Remittance Information. Here you can add additional details for a Beneficiary, such as: an International Bank Account Numner (IBAN), as well as for a Correspondent Bank: ABA/BSB No. (American Bankers Association routing number / Bank State Branch number). The Remittance Bank record must be set up and selected in the company's W Type record before transactions can be posted.
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Contacts Tab
This tab contains information about individual contacts for this Address.
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Docs check box: Select for the contact to be able to receive forms.
Reports check box: Select for the contact to appear in the Address Book Distribution list in the Output section of report Properties, to be able to receive reports.
To add more information about a contact, right-click the line and then click Contact Details.
Properties Tab
When User-Defined Fields are set up in the Data Center for Address Book records, this tab appears, where the fields can be selected and values entered for them.
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Creating a Bank Entry (Type N)
A first-level account in the Chart of Accounts is in the Bank category. Each first-level account must have a corresponding Address form.
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Required fields:
Type: N. When you save an Address form of this type, the bottom left tab changes to Account Information.
Short Name: The Account Name from the Chart of Accounts.
Currency: The bank currency.
Full Name: The name of the bank.
Address: The bank address.
Country: The bank country.
Account Information Tab
Complete only the first line, with at least the Currency and Account Number.
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Creating Your Company Entry (Type W)
To set up your Company entry, on the Address form, enter the following information. Required fields:
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After setting up this W record, you can create different subcompanies for invoicing, separating in the P&L, and Security access.
A Type W record that has been used cannot be deleted.
Bank Links Tab
Select the Address entries for the Remittance Banks for your receivable invoices. You do not have to set this up for banks you are paying to; their information is set up in the Remittance Bank fields of their customer entries.
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The Remittance Bank record must be set up and selected in this record before transactions can be posted.
You can select the DEF check box to select a default bank for each currency (which can be changed later) for the following contracts:
Cargo COA and Cargo: Remittance Bank appears on these forms if configuration flag CFGShowRemittanceInCargo has been enabled.
Time Charter Out: Remittance Bank information appears on the Other Information form if configuration flag CFGShowRemittanceInCargo has been enabled.
Ensure you enter a currency code when using the company when making payments with bank (or other) charges to avoid a "Invoice currency is missing error“ when making a payment
To enter additional information, right-click the line and then click Remittance Information.
You can add another bank account after setting up this form.
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