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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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  1. 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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  2. 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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  1. 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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