How to setup an organization Details on Accoxi?

Enter basic details of the Organization including name, place and address, email id, phone number, registration details etc

Organisation settings (1)

Organization Settings

Organization settings means basic details of the Organization including name of the organization, place and address, email id, phone number, registration details etc.

Organization Settings in Accoxi

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.

Organization (1)

Key Features:

  • It provides an option for user to enter the Organization name with detail address, street and pin code.
  • It enable the user to save the Organization name and Company registered name separately.
  • It shows the financial year range along with the date of financial year begins and date of books begins of the company.
  • User can enter the GST registration details and can select the reverse charge option if require.

Steps to set Organization Settings

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.

Organisation Form

    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.

Currency & Symbol

User can select the currency format on the currency field and the field symbol shows the symbol of selected currency.

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.

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. 

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.

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.

Exit

Exit menu is using for go to the previous page without saving the Organization settings.

 

Frequently Asked Questions?

01How to enable and disable GST Settings of an Organization?

  • Click on Settings => Organization Settings
  • Click on the tick mark to enable/disable the “is your organization registered for GST option”

02How to set Financial Year begins from date of an Organization?

  • Click on Settings => Organization Settings
  • Click on the Financial Year begins from date from the organization settings and select the date from the calendar. but once the user starts to make any entries in the organization he can’t change the financial begins from date

03How do I set books begins from date of an Organization?

  • Click on Settings => Organization Settings
  • Click on books begins from date from the organization settings and select the date from the calendar but once the user starts to make any entries in the organization he can’t change the books begins from date and click on save button

04How do I set PAN of my Organization?

User can enter the PAN number of his organization in the organization settings

05How to set my Companies Registered name?

  • Click on Settings => Organization Settings
  • Enter the registered company name in the company registered name column and click on save