The Organization utility allows you to enter and edit information for your organization and adjust settings that affect every application within the program. There are two tabs, Organization Information and Settings.
This Section Includes:
- Organization Information Tab
- Default Settings Tab
- Records Search Settings Tab
- Person Popup Settings Tab
- Security Settings
- Expensify Settings Tab
Organization Information Tab
The following fields are available on the Organization Information tab:
Name: This appears in the top banner of all pages within the program and can be customized to your liking.
- Organization Code: This is hard coded and cannot be changed.
- Leader
- Address Fields
- Country
- Description
- URL
- Note
The URL setting on this page is related to your licensing. You should not have to adjust this setting unless instructed to by Support.
Default Settings Tab
The Delete Merged setting affects what happens when combining names using the Combine Duplicates utility (More Information). If the box is checked, original records are deleted after the merged record is created. If the box is not checked, original records are retained. Retained records are marked as duplicates in the database and do not show anywhere except when in the Combine Duplicates utility.
The Phone Format field allows you to specify the way phone numbers are displayed within the program. Enter numbers in whatever configuration you would like, along with appropriate special characters. Two examples for US numbers are (111) 111-1111 and 111-111-1111. You can then enter the Default Area Code.
For Phone Validation, select either No Validation or Area Code Required from the drop-down list. If you are requiring that area codes, be entered, you can customize the Phone Validation Error message.
Records Search Settings Tab
The Records Search Settings tab allows you to define which Person Attributes show on the Person Search screen.
- Click and drag the Person Attributes to the Show On Person Search panel.
- Use the Double-Arrow buttons to move ALL items.
- Click and drag options vertically to modify the Show On Person Search order.
- Click the Update button to save your changes, the Reset link to undo all changes since the last time the Organization utility was updated and the Cancel link to return to the main Financials screen.
Person Popup Settings Tab
The Person Popup Settings tab allows you to define which Person Attributes show on the Person Popup screen.
- Click and drag the Person Attributes to the Show On Person Popup panel.
- Use the Double-Arrow buttons to move ALL items.
- Click and drag options vertically to modify the Show On Person Popup order.
- Click the Update button to save your changes, the Reset link to undo all changes since the last time the Organization utility was updated and the Cancel link to return to the main Financials screen.
Security Settings Tab
The Security Settings tab allows you to customize your security settings.
-
Password Strength: Set the level of password strength required. (Select "Custom" to specify which special characters are allowed in a password.)
- Medium: Passwords must be between 5 and 30 characters with at least one number.
- Strong: Passwords must be between 8 and 30 characters with at least one number and one special character.
- Extra Strong: Passwords must be between 8 and 30 characters and match the following: at least two upper case letters, at least three lower case letters, at least two numbers, and at least one special character.
- Pswd Strength Message: This is the message that displays when a user is entering a password.
Expensify Settings Tab
The following settings are used when integrating with Expensify to import payments. See Expensify Integration for more information.
Updated