How to add a new organization?

If your company consists of several organizations, you can add them and assign to individual employees. To be able to do this, select Configuration from the side menu and then the General Settings tile.

Entering the general settings tab.

In the Employee accounts tab, find the Show field ‘Organization’ option and select ‘Yes’.

Turning on the option to add organization.

Step 1

Select Organization from the side menu, and then click details icon next to the account of the selected employee.

Entering the organization tab to add the organization in which the employee works.

Step 2

Click ‘Edit’ in the employee profile.

Editing employee profile and adding organization.

Step 3

Enter the name of the organization and click ‘Save’.

Entering the name of organization.

From now on the organization will be visible in various statements and reports.

Organization view in various reports.

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