Set Up Organization Credits

On the Organization tab of Accounting Company Settings, you determine the credits that you want to distribute by organization. If you do not want payroll liability credits distributed by that organization, you can select the payroll liability organization that you want. If you make any modifications on this tab, Vision automatically updates the column access field on the Posting tab.

This tab displays only if Organizations are enabled for the active company.

To set up organizations' credits, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Accounting > Company Settings.
2. On the Accounting Company Settings form, click the Organization tab.
3. Complete the fields on the tab.
4. Click Save.
5. To verify that your organization entries are correct, select Test Organization Setup on the toolbar on the Accounting Company Settings form.

   If you have invalid data, you receive a message that identifies the problematic data. Make appropriate modifications and re-test the setup.