New Organization Wizard - Organization Main Address Panel

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

Use this panel of the wizard to enter the address and other pertinent information about the organization.

 

Address, City, State/Province, Postal Code, Country: Enter the main address for the organization you designated on the previous panel. This address appears on disbursement checks, statements, and other forms. It can contain up to three lines of text.

Voice, FAX: Enter the voice and FAX telephone numbers for the designated organization. These numbers appear on any reports that include this type of information.

Email, Web Site: If applicable, enter the email address and website URL address for the active organization. This data appears on any reports that include this type of information.

  • You can edit this information later, using the Organization>Organization Information>Address tab.
  • The Getting Started guide contains information about analyzing your chart of accounts structure.