When to Use Organization Reporting

Consider using Organization Reporting if your firm includes multiple units that operate independently in certain important respects.

Consider using Organization Reporting if:

• You have organized your management and work force into business entities that are responsible for their own revenue and expenses, and you need to measure the performance of these entities.
• You want to print financial statements, project reports, and employee reports for an individual organization, as well as consolidated reports for the entire firm.
• Your firm includes multiple companies and you need to maintain separate balance sheets for those companies.
• Employees from different organizations charge their time to other organizations and you want to track the cross-charges between the organizations.
• You are currently using the user-defined fields in Vision to split your firm into different categories and you need a more sophisticated reporting system than that method provides.