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New Organization

Administration Checklists

Administration FAQs

New Organization Wizard - Finish Panel

Access this panel with Administrative user rights using File>New Organization.

Use this final panel to review all selections you made while setting up this organization, including the organization and server names, segments, installed modules, and field lengths.

When you click the Finish button, a database is created; you can begin using your new organization. The system names the database, by defaulting to the same name as the organization, which you entered on the first panel of this wizard.

  • If you need to make changes before you click Finish, use the Back button to move back to the appropriate panel and make the necessary changes.
  • You can print the information for this organization by right-clicking (in the area where the organization properties are listed) and selecting "Print."
  • You can only change the following information once you finalize your organization:

    • Information

    Where it can be changed

    Organization Name, Tax ID Numbers, IRS Tax Form Preference

    Organization>Organization Information>Organization tab

    Organization Address

    Organization>Organization Information>Address tab

    Segment Sequence, Segment Names, Function

    Organization>Organization Information>Segments tab

    Available Modules

    Organization>Add a Module