Setting Up Your Organization

ControllerGuide > Controller > Setting Up Your Organization

Creating Your Organization

Closing All Modules

Using the Fiscal Calendar

Setting up TSYS® Genius™

Setting up NeonCRM (Fund product only)

Setting up Denali BI

Integrating to Donately

Integrating to Yodlee Automatic Reconciliation

Integrating to PayPal

Transmitting Data to the Government

Setting up Email Alerts

Working with Currencies

Setting up or Selecting an Organization

Troubleshooting: Setting Up Your Organization

You must set up your organization before you can use the software for your business. You can use the demonstration data included with Denali to become familiar with some of its functionality before you create your own organization.

Published date: 12/14/2021