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Creating New Organisations

1	Go to the Admin Menu, and select Organisations.
2	Click on the Button.
3	Enter the information relating to the organisation you wish to set up.
4	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 Email Email for Receipts
5	Periods Tab Financial Year Select which periods you wish to have active. Click Save
6	One the organisation has been created, you are able to enter/update the eGving information if required.
7	The information that can be entered is as follows. eGiving 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.