Organization

The Organization utility lets you enter and edit information for your organization and adjust settings that affect every application in the program. The utility is organized into several tabs covering organization details, default behaviors, search and display settings, security, and third-party integrations.

Organization Information Tab

The Organization Information tab has the following fields:

• Name: Appears in the top banner of all pages within the program and can be customized to your liking.
• Organization Code: Hard-coded and cannot be changed.
• Leader
• Address Fields
• Country
• Description
• URL: Related to your licensing. You should not need to adjust this setting unless instructed to do so by Support.
• Note

Default Settings Tab

The Default Settings tab has the following fields:

• Delete Merged: Affects what happens when combining names using the Combine Duplicates utility. If the box is checked, original records are deleted after the merged record is created. If the box is not checked, original records are retained. Retained records are marked as duplicates in the database and do not show anywhere except in the Combine Duplicates utility.
• Phone Format: Specifies how phone numbers are displayed in the program. Enter numbers in whatever configuration you would like, along with appropriate special characters. Two examples for US numbers are [phone] and 111-111-1111.
• Default Area Code: The area code applied by default when entering phone numbers.
• Phone Validation: Select either No Validation or Area Code Required from the drop-down list.
• Phone Validation Error: If you require area codes to be entered, you can customize this error message.

Records Search Settings Tab

The Records Search Settings tab lets you define which Person Attributes show on the Person Search screen.

1. Click and drag the Person Attributes to the Show On Person Search panel.
2. Use the double-arrow buttons to move all items at once.
3. Click and drag options vertically to modify the order in the Show On Person Search panel.
4. Click Update to save your changes, click the Reset link to undo all changes since the Organization utility was last updated, or click the Cancel link to return to the main Financials screen.

Person Popup Settings Tab

The Person Popup Settings tab lets you define which Person Attributes show on the Person Popup screen.

1. Click and drag the Person Attributes to the Show On Person Popup panel.
2. Use the double-arrow buttons to move all items at once.
3. Click and drag options vertically to reorder the Show On Person Popup panel.
4. Click Update to save your changes, click the Reset link to undo all changes since the Organization utility was last updated, or click the Cancel link to return to the main Financials screen.

Security Settings Tab

The Security Settings tab lets you customize your security settings.

• Password Strength: Sets the required password strength. Select Custom to specify which special characters are allowed in a password.
  • Medium: Passwords must be between 5 and 30 characters with at least one number.
  • Strong: Passwords must be between 8 and 30 characters with at least one number and one special character.
  • Extra Strong: Passwords must be between 8 and 30 characters and meet the following requirements: at least two uppercase letters, at least three lowercase letters, at least two numbers, and at least one special character.
• Pswd Strength Message: The message that displays when a user is entering a password.

Expensify Settings Tab

The settings on this tab are used when integrating with Expensify to import payments. See Expensify Integration for more information.

Avid Pay Settings Tab

The settings on this tab are used when integrating with Avid Pay to process Accounts Payable payments. See [URL of Avid Pay Integration] for more information.

Updated May 21, 2026 01:56