Organisation Profile

Use this screen to manage basic information and configure accounting options that will control how the system manages the accounts for the organisation.

Information items are dependant on the type of legal identity of the organisation.

Control - Organisation Profile

The system supports the following legal structures: -

• Limited Liability Companies
• Limited Liability Partnerships and other Partnership
• Sole Traders
• Not-for-Profit (Charity) Organisations

In setting up the system for use, a user will need to indicate which of these structures your organisation operates under and provide some details. It may be that your advisor has already completed this for you.