Managing your Organization

At Settings>Organization in the Console, you can view and edit your Organization's configuration settings. This section explains how to manage and work with these Organization-wide settings to ensure key areas such as billing fulfill your specific requirements:

Viewing and Editing Organization Configuration
Timezone Settings - Notes and Recommendations
Creating and Managing Currencies
Creating Credit Reasons to use for adding credit line items to bills
Creating Debit Reasons to use when adding debit line items to bills
Creating Transaction Types to use for adding Transactions for Balances on Accounts
Adding and Editing Custom Fields

Tip: Organization ID? You can copy your Organization ID directly to your clipboard from the Organization Details panel in the Console.

Next: Viewing and Editing Organization Configuration

Managing your Organization

Additional Support