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- Go to the Admin menu, then click Organisations.
- Click on the
- Enter the information relating to the organisation you wish to set up.
The information that can be entered into each tab is as follows:
- Details Tab
- Code
- Name
- Address
- City
- State
- Post Code
- Country
- Phone
- Region
- Pastor/Chief
- Treasurer
- Budget Start Month
- Membership Count
- ABN/CCR
- GC Report Code
- Levey Status
- Website of the church
- Details Tab
- Periods Tab
- Financial Year
- Select which periods you wish to have active.
- Click Save
- One the organisation has been created, you are able to enter/update the eGving information if required.
- The information that can be entered is as follows.
- Giving Tab
- 'eGiving Enabled' - Check this box if you wish to have eGiving enabled for this organisation
- 'eGiving Transactions' Automatically Process - Check this box if you wish for the eGiving transactions to process automatically
- 'Merchant Fees' Pay for Child Entities - Check this box if you wish for this organisation to pay for the child entities merchant fees.
- CMF Account for Fees
- Ledger Bank
- Expense Account
- Tax Account
- Analysis 1
- Analysis 2
- API Key
- Location - this is taken from the address on the details tab.
- Giving Tab
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