Organisations

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.

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. 
   
   

   Open

   

2. Select your search filters. These can either be one or a combination of the following:

   • Name

   • Country

   • Period Still Open

   • Include Inactive

3. 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. 
   
   

   Open

   

Notes on selected fields

Details tab

• Code - this field is used on various reports and must be unique.

• The address, website, and Pastor/Chief details show for that church on the eGiving website.

• 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.

Membership Counts tab

• Manual membership figures for a church can be entered for each year. This data is used by the T&O Analysis (Church) report.

Regions tab

• This tab only appears when a Conference/Mission is selected. Regions can be created and then set for churches in the Region field under the Details tab.

DTS tab

• This tab only appears when in a NZ Conference ledger. Set the parameters as required for the Donation Tax Summary reports.