Setting up Organisations - Other InformationFor general information on setting up organisations, please read Article #1160. Various other information can be set up for this organisation.
Some fields are only shown if you have licenced other particular Cadzow packages.
Bank Details (Bank, Branch, BSB Number, Account Number): Enter the bank details into these fields. See also So, Your Supplier Has Changed Their Bank Details Place on Credit Hold/Client Limit: Please refer to article Article #1208. Allow transactions (invoices, credit notes etc) against this organisation? This option defaults to Yes however in some cases you may wish to set up an organisation but not allow any accounting transactions to be entered against it. Default Payment Terms: If you want to set a particular payment term for this organisation, choose it here, otherwise the system default chosen under MISCELLANEOUS SETTINGS will be used. Default Price Level: If you want to set a particular price level for this organisation, choose it here, otherwise the system default chosen under MISCELLANEOUS SETTINGS will be used. |