Organization settings means basic details of the Organization including name of the organization, place and address, email id, phone number, registration details etc.
Accoxi is most modern accounting software that provides easy and deliberate results for accounting. It provides the function of Organization settings and user can save the organization details in it.
Key Features:
1.Click on the Settings menu on the top right side of the page. Then list of settings tab will open.
2.Select the option Organization Settings .then it opens to organization Settings page.
3.It consist of various fields and user need to enter Organization name, address, Email id and phone number on the left side column.
4.Then enter the Company registered name on the right side of the page and user can view the currency option.
5.If the Company is Registered Business or Special economic Zone mark the GST Registration option and enter the GST registration number and date on the appropriate field.
6.After enter the details, click on Save option on the bottom right side of the page to save the settings.
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Fields |
Description |
|
Organization Name |
Every Organization has its own name and user can enter the name of the Organization on this field. |
|
Address |
In this field, can enter the address of the Organization. |
|
Country |
Select the country of the organization, by clicking on the menu list of countries will open and user can select the appropriate one. |
|
State |
User can enter the State of the organization, by clicking on the menu list of states will open and user can select the appropriate one. |
|
Street & Pin code |
Need to enter the pin code on the field, and user can enter the name of the street if require. |
|
Email id |
Email id is mandatory for the organization functions and user need to enter the Email id on the field. |
|
Phone number |
User can enter the contact number on this field. This number will be appear on the invoices created by the company. |
|
Company Registered name |
In this field user can enter the Company Registered name. |
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Currency & Symbol |
User can select the currency format on the currency field and the field symbol shows the symbol of selected currency. |
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Financial range |
This field shows the financial range of the business, that is starting month to the end. Normally it will be Apr-March range and it relates with the Financial year. The field will be block and User can’t edit or change the month on this field. |
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Fin. Year Begins from |
Financial year is a year as reckoned for taxing or accounting purposes. This field shows the beginning date of the Financial year. The field will be block and User can’t edit or change the month on this field. User can edit the financial year date on Financial Year settings. |
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Books Begins from |
Books begins about starting a business. This field shows the beginning date of business concern. The field will be block and User can’t edit or change the month on this field. User can edit the books begins date on Financial Year settings. |
|
GST |
If the Company is Registered Business or Special economic Zone mark the GST Registration option and enter the GST registration number and date on the appropriate field. |
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Save |
After enter the details, click on Save option on the bottom right side of the page to save the settings. |
|
Clear |
Clear menu is for clear or removing the entire data that entered by the user. |
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Exit |
Exit menu is using for go to the previous page without saving the Organization settings. |
User can enter the PAN number of his organization in the organization settings