You can add additional organization within the software to manage different business units. You should work with Momentus before you add a new organization. To add a new organization:
- Click the Organizations link from the Main Menu. The Organizations screen opens.
- Click the Add button. The Add Organization screen opens.
- Enter the necessary information:
- Name - Name of the organization.
- Legal Name - Legal name for the organization.
- Address Line 1 - Street address for the organization.
- City - City for the organization.
- State - State for the organization.
- Postal Code - Postal code for the organization.
- Country - Country for the organization.
- Code - A unique alphanumeric code for the organization.
- Select the Details tab.
- Enter the necessary information:
- # GL Periods - Number of GL fiscal periods the organization uses. Used in combination with the Fiscal Calendar.
- Current Year - Current fiscal year for the organization.
- Local Currency - Currency for the organization.
- Locale - Locale for the organization.
- Color Scheme - Color Momentus displays in your browser.
- Select the Images tab.
- Click the Select Image hyperlink to select the organization logo.
- Click OK.
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