Creating Your Organization

ControllerGuide > Controller > Setting Up Your Organization > Creating Your Organization

Depending on your setup, you can integrate all the information for a single organization throughout the system. If you have multiple organizations, the software treats each organization independently of any other. You can, however, create consolidated financial statements in General Ledger that combine information from multiple organizations.

Organization data is stored in a SQL database in the location you specify when you install the software. You can grant users access to all the data or set up security that requires them to log in with a password, and grants them access to only areas of the software you choose (see Working with Users and Groups).

Whether you are a new user to Denali, or you converted from CMS Professional, depending on the type of business you have, you might find the need to create more than one organization.

Example: Why Would I Need Additional Organizations?
You might create an additional organization to store organization data from prior years. When you close the year in General Ledger, you will lose the ability to easily gather data in some of the reports for periods that are no longer within your fiscal calendar. When you create another organization and copy your data files into the new organization before you close the year, you will be able to run reports in the new organization any time you need to. Be sure to name the new organization something that will easily identify the data that is stored, especially if you do this for more than one year. For example, if you will be using the organization to store all your fiscal data from 2013, it could be called something like: FY2013. Refer to Creating a New Organization for more information on setting up a new organization; refer to Copying an Organization for more information about creating an archive copy of your data.

Example: Why Would I Need Additional Organizations?

You might create an additional organization to store organization data from prior years. When you close the year in General Ledger, you will lose the ability to easily gather data in some of the reports for periods that are no longer within your fiscal calendar.

When you create another organization and copy your data files into the new organization before you close the year, you will be able to run reports in the new organization any time you need to. Be sure to name the new organization something that will easily identify the data that is stored, especially if you do this for more than one year. For example, if you will be using the organization to store all your fiscal data from 2013, it could be called something like: FY2013.

Refer to Creating a New Organization for more information on setting up a new organization; refer to Copying an Organization for more information about creating an archive copy of your data.

Published date: 12/14/2021