The Organisations screen is where you manage the details of an entity (name, address, region, pastor, eGiving, etc), select data entry options, and view the financial year and period details.
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Go to the Admin menu, then click Organisations.
This will bring up a list of all the organisations that are under the selected entity.
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Select your search filters. These can either be one or a combination of the following:
- Name
- Country
- Period Still Open
- Include Inactive
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To edit the information relating to a specific organisation, click on that row and the details will be displayed on the right.
View or update the information as needed.
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Notes on selected fields
Details tab
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