Organization Profile

Organization is the top level set of books, typically used for report consolidation and setup functions such as developing and maintaining the chart of accounts, accounting periods, invoicing fees, taxes, and receive payment defaults.

Reporting from the organization level will consolidate information from all lower levels. Typically, all accounting transactions are entered at the territory level. Accounting transactions entered at the organization will allow posting to the organization and region levels only. Payables and receivables are not accessible at the organization level.

Guidelines of an organization:

• There is only one organization.
• No client receivables exist.
• No carrier payables exist.
• Contains both balance sheet and income statement.
• May allocate income and expenses to the organization and region levels only.

A sample organization structure and the tasks associated with each level are as follows:

Organization Maintenance

Organization maintenance guidelines are available in the Admin Training Manual in Chapter 1.

Note: Most organization tasks must be completed by the Nexsure administrator.

Information can be found in the Admin Training Manual to accomplish the following tasks:

• Add organization locations.
• Edit organization locations.
• Add employees for the organization.
• Edit employees for the organization.
• Assign employee security at the organization level.
• Designate an employee as terminated.
• Reactivate a terminated employee.