Setting up organization codes

Many iMIS processes and reports are tied to Org Codes that relate to your organization's various public faces, each of which might have a different name, mailing address, logo, letterheads, taxation method, and so on. You define your various Org Codes and their related information in the Organization Names window.

To set up organization codes

1.  Log on to iMIS Desktop with the MANAGER logon.

2.  Choose File > System Setup, Organization Names.

3.  Click New and add your organization name and related details:

□    In Org, enter a code for the organization.

□    If this org code is for your main organization headquarters, select the Default Organization checkbox.

□    In Name, enter the official name of the organization.

□    In Invoice/Receipt Address, enter the street address to which invoices and receipts for the organization should be shipped.

□    (optional) In the Logo area, paste the graphic, which must be BMP or JPEG. Optimal image size is 130 by 125 pixels.

□    (optional) In Letterhead like Single Line Address, enter the address as it should appear on letterheads generated by iMIS.

□    From the Taxation Method options, choose an appropriate taxation method.

□    (optional, Fundraising) In Interest Code, enter or select (press Ctrl+L) the interest code associated with each fund.

□    (optional, Fundraising) In Registration Number, enter the registration number or tax identification number associated with the organization or fund. All Fundraising organizations must have a registration number (Canada) or tax identification number (U.S.) to claim and verify tax-exempt status.

4.  Click Save.