Org & Org Unit Setup

Manage Organizations

• Organization Settings
• Manage Organizations
• Creating a New Organization
• Defining GL Segment Structure
• Setting the GL Close Date

Manage Organization Units

• Creating a New Organization Unit
• Manage Organization Units
• Organization Unit Settings

Accounting Setup

• Managing System Accounts
• Receipt Types and Cash Accounts
• Manage EFT Bank Information
• Managing Intercompany Accounts
• Receivable and Prepaid Liability Account Pairs
• Managing Financial Companies

See all 9 articles

Order Subsystem Parameters

• Edit Line Status Defaults
• Use Discount Defaults
• Fundraising Parameters
• Inventory Parameters
• Meeting Parameters

Address Information

• Payment Address
• Mailing Address

Shipping Setup

• Shipping GL Accounts
• Domestic Country Setup
• Shipping Details