Organization Setup Overview

Vision Organization Reporting lets you create individual organizations within your firm.

Similar to profit centers, these organizations are separate business units that incur expenses or generate revenue. For example, if you divide your firm into regions and offices, you can create a separate organization for each region and office, and maintain information for each of these segments of your business.

When you set up Organization Reporting, you establish organizations and associate them with projects and employees.

To keep track of an organization's revenue and expenses, Vision must know which transactions, projects, and employees belong to which organizations.

Organizations are identified by subcodes made up of letters and/or numbers. Each subcode represents a level in the organization structure. An organization code can consist of up to five subcodes, each representing a different level of information.

Before you make any organization setup decisions, read "Organization Reporting Concepts" in the Concepts section of the online help. This section contains important information that you must have to make good setup decisions.

Main Setup Steps

• Use Organization General Setup to establish firm-wide organization settings for your firm.
• Use Subcodes Setup to set up individual subcodes for each level of your organization.
• Use Individual Organization Setup to create new organizations and make modifications to existing organizations.
• If you are using Vision Proposals, use Firm Setup - Proposals to create new firms, make modifications to existing firms, and establish relationships between firms and organizations.
• If you are using the Multicompany feature, use Consolidated Reporting Setup to configure your financial statements

Multicompany

You enable the Multicompany feature through Organization Setup, including setting up the initial company and creating additional companies.