Organization Settings
The Organization Settings form displays when you select Organization Settings from the Administration menu.
This form has these sections:
Information: Use this section to update your organization's general information.
Preferences: Use this section to set up your organization's database preferences.
Module Setup: Use this section to update your organization's module settings.
Account Level Security: Use this section to activate account level security for your organization.
Database: Use this section to review and check your organization's data and tables.
User Defined Fields: Use this section to view previously created UDFs or add new UDFs.
Attachments: Use this section to manage attachment categories.
Information
This section of the Organization Settings form is split into three tabs:
Details: Use this tab to update the details of your organization's general information.
Address: Use this tab to update your organization's address and contact information.
Segments: Use this tab to update your organization's segment information.
Setting Up SMTP and Email Functions : Information on how to set up email functions to use in MIP Cloud.
Preferences
This section of the Organization Settings form is split into five tabs:
Processing: Use this tab to update your organization's transaction, account code combination, and segment processing.
Entry Dates: Use this tab to update your organization's entry date warnings and prohibitions for transaction forms.
Session ID: Use this tab to update your organization's transaction source session IDs.
Document Number: Use this tab to update your organization's transaction source document numbers.
Analytics: Use this tab to update your organization's account sharing with the MIP Cloud team.
Module Setup
This section of the Organization Settings form is split into five tabs:
Accounts Payable: Use this tab to define the default discount code for the general ledger segment.
Accounts Receivable: Use this tab to define the default discount code for the general ledger segment.
Bank Information: Use this tab to manage bank routing numbers for Automated Clearing House (ACH) processing.
Budget: Use this tab to set up multiple budget versions.
Fixed Assets: Use this tab to define the default asset depreciation frequency, gain/loss general ledger account, asset quick entry options, and more.
Account Level Security
This section of the Organization Settings form has a single tab:
Account Level Security: Use this tab to activate account level security for your organization.
Database
This section of the Organization Settings form is split into three tabs:
Data Integrity Checks: Use this tab to run data integrity checks on selected module.
Fiscal Year: Use this tab to close fiscal years.
Default Table Structure: Use this tab to review default table structures.
User Defined Fields
This section of the Organization Settings form has a single tab:
User Defined Fields: Use this tab to view previously created user defined fields or add new user defined fields.
Attachments
This section of the Organization Settings form has a single tab:
Attachment Categories: Use this tab to manage attachment categories.