Maintain Organizations

IT Manager Practice Admin

An Organization is the equivalent of a firm or the corporate entity, typically a legal ‘persona’. For example, there could be The Firm and The Firm Financial Services Ltd.

Engagements belong to (are ‘owned’ by) an Organization and staff members work for an Organization. Certain defaults (invoice format as an example) are controlled via the Organization.

  1. Select Admin > Categories from the menu.

  2. Select Main Categories from the list, then select Organizations.

  3. Click Add (or View/Edit to edit an existing category).

  4. Complete the required information, then click Save. See the following tables for details.

General

FIELD DESCRIPTION
Name The name of the Organization which will be available for selection from applicable drop-down lists.
Title The title of the Organization, for example, Chartered Accountants.
Title Extension Further information about the title of the Organization that can be used on letter headings, etc. For example, Solution Providers to Business.
Short Title The short name of the Organization.
Address The address of the Organization (freeform) which can be used on invoices, etc. The address can also be entered by office.
Telephone The telephone number of the Organization. The telephone can also be entered by office. Enter as appropriate (with digits to indicate international codes, etc such as +44 123 456 7890 ).
Fax The fax number of the Organization. Note that the fax number can also be entered by office.
WWW The Internet web address for the Organization.
Email Email address for the Organization.
Credit Email Enter the email address that statements and credit letters should be sent from.
Active? Select this checkbox to make the Organization available to be attached to staff and clients.
Main Bank Select the main bank from the list.

 Report Formats

FIELD DESCRIPTION
Statement Format The report layout to be used for Statements.
Email Statement Format The email layout to be used for Statements. This is an Active Reports rpx file, which is usually created or adjusted by Practice Engine prior to installation.
Logo The file path to an image file logo that can be used on report layouts. This should be either a gif or jpeg of appropriate size.
Replace Image Facility to browse to the location of a new image file for use above.
Accounting Period These fields are for reference only.
Period Start The date of the Period Start for the Organization.
Period End The date that the Period ends for the Organization.
Month The accounting month that the system is within.
Year Start The date that the accounting year starts for the Organization.
Year End The date that the accounting year ends for the Organization.