New Consolidated Organization Wizard - Organization Name Panel

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

Use this panel to assign a name to the consolidated organization. After completing all panels of this wizard, click the Finish button. The system creates a database with the same name as the organization.

Once the process is complete:

• The chart of account codes can be edited (Maintain>Chart of Accounts Codes).
• Adjusting entries can be entered (Transactions>Enter Journal Vouchers - Transaction Entry Tab or Enter Budget).
• Financial statement formats can be created (Reports>Financial Statements>Create Statement Formats).
• The closing account assignments can be viewed (Maintain>Closing Account Assignments).
• Reports can be run on consolidated organizations at the same time. This is especially helpful on the Reports>Financial Statement and General Ledger Analysis>Trial Balance reports.

 

What is the name of your organization?: Enter a unique name for the consolidated organization. This name appears in the heading of reports. When entering an organization name, avoid the use of symbols, such as | " / \ : * ? ; < > [ ] ' and #.