More information

New Organization

Administration Checklists

Administration FAQs

New Organization Wizard - Modules Panel

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

Use this panel to designate which modules you want to use with this organization. By default, the system places a check mark next to all available modules (that is, all modules that are authorized by your activation code).

In order to create an organization which includes the Allocation Management module, you must create at least two segments-General Ledger and another segment on the Account Segments panel. If you only created one segment (General Ledger), clear Allocation Management on the Modules panel.

In order to create Timesheets and process Payroll, the HR Management module must be installed.

 

Which modules will be used by this organization?: This panel displays a list of modules you are licensed to use as designated by your current activation code. Select the modules you want to use with the organization. After you set up your organization, you can add modules to it later using the Organization>Add a Module wizard.

The General Ledger module is not available for selection since it is required to operate the system.