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.
Go to the Admin menu, then click Organisations.
This will bring up a list of all the organisations that are under the selected entity.
Select your search filters. These can either be one or a combination of the following:
- Name
- Country
- Period Still Open
- Include Inactive
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.
Notes on selected fields
Details tab
- Express Payment Entry only - selecting this checkbox hides the Expense Entry and Payment Entry menu items, so data entry can only be done in the Express Payment Entry screen. Only Conference Administrators can edit this option.
- Enable Income Summary entries - this checkbox must be ticked for churches that use the Income Summary method of recording income. Otherwise the Income Summary screen is read-only. When the box is checked, the Receipt Entry menu item is hidden so receipt entries cannot accidentally be made when only Income Summary entries should be done. Only Conference Administrators can edit this option.
eGiving tab
- There is now a Location map, which shows the address entered for the organisation and is linked to the eGiving app. If the pin is not quite in the right position, it can be dragged to a more accurate spot.