Select File> System Setup, and click
Org Codes
Lists the codes for the available organizations.
Org
(Required) Enter an abbreviated, descriptive code for an organization.
Default Organization
(Required) Enable to identify the organization using Canadian taxation as the default organization. If the organization using Canadian taxation is not designated as the Default Organization, the Canadian taxation method will not be implemented. An asterisk displays to the right of the default organization in the Org Codes drop-down list.
Is Fund
(Optional) Enable to indicate that an organization is also a fund.
Name
(Optional) Enter the full name of an organization. A maximum of 60 alphanumeric characters can be entered.
Invoice/Receipt Address
(Optional) Enter an organization's complete address. This address is the receipt address for invoices and other correspondences. It is also used on reports where the name and address display as a block.
Logo
(Optional) Paste an organization's logo into this area of the window.
Letterhead like Single Line Address
(Optional) If an organization's letterhead is a single line address, enter it in this field. The letterhead is used on reports where the address appears in a single line, such as event confirmations.
Taxation Method
Default – Enable to use the default taxation method set up in Accounts Receivable.
Canadian – Enable to use the Canadian taxation method. The following fields display when the Canadian taxation method is enabled:
Note: These fields display only when the Canadian taxation method is enabled.
VAT – (Displays only if you are licensed for VAT) Enable to use the Value Added Tax (VAT) method. The following fields display when the VAT taxation method is enabled:
Note: These fields display only when the VAT taxation method is enabled.
Interest Code
(Optional) Enter the interest code associated with each fund. Press Ctrl+L to find the interest codes defined on the Set up interest codes window (from Customers, select Set up Fund Raising> Interest codes).
Note: This field appears only if you are licensed for Fund Raising.
Registration Number
(Optional) Enter the registration number associated with an organization or fund. Fundraising organizations must have a registration number (Canada) or tax identification number (United States) to claim and verify tax-exempt status. This field is applicable for the Fund Raising module.
10.6 Production Release. Updated 2/24/2006 11:10:48 AM
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