Adding or editing an existing Organisation's details

Adding a new Organisation

To add details of a new organisation, the procedure is as follows:

1. Add [INS].
2. Code. Enter the name of the organisation.
3. Description: Enter as required.
4. Financial year Start: Use the [up/down arrow keys] to change the day, or the [shift + up/down arrow keys] to change the month.
5. Save [F9].
6. Enter the data as set out in the section below "Editing", point number 2.
7. Save [F9].

Editing

To edit an existing Organisation's details into Concord, the procedure is as follows:

1. Click on the "Viewing Organisation" box and use the [up/down arrow key] to select.
2. Edit [F2] the following information as required.
   • Auto Create General Ledger Journals. Yes/No. Use the down arrow to select required frequency.
   • Tax Balance Period Definition. Use the down arrow to select.
   • Inventory Costing Method. Use the down arrow key to select method.
   • Job General Ledger Profile. Use the down arrow key to select profile.
   • GST Number. Enter in IRD number.
   • Address. Enter in address.
   • Button Caption ????
   • Logo. An Organisation's logo can be imported to appear on the screen functions, and can be positioned on the screen to give the desired effect.
   • Sell Price Descriptions. Price level structures may be set up by adding or removing levels.
3. Save [F9].