ControllerGuide > Controller > Setting Up Your Organization > Creating Your Organization > Creating a New Organization
Creating a New Organization
When you create a new organization, you need to set up all the organization options.
To create a new organization:
1 In the Controller module, select Company Options > Define Company Information from the left navigation pane.
The Set Up/Select Organization window appears.
2 Select New.
The CMS Select Accounting Type window appears.
3 From the radio buttons, choose if you want to set up a Fund or Non-Fund organization.
4 Select OK.
The Create Denali Organization window will open.
5 Select the Create new organization radio button.
The CMS Organization Information window appears and you can begin to enter your organization information.
With the exception of the organization abbreviation, this information can be modified at any time.
If you want to convert from CMS Professional (only available in Denali 32-bit) or Import data from QuickBooks®, see the Conversion guide or QuickBooks Import guide.
6 Review the System Settings tab and adjust the settings as desired.
7 Select OK.
It might take a few minutes for the system to process your entries, then the CMS Install Modules window will appear.
8 Select the modules you want to install to this organization.
9 After the modules are installed, the CMS Fiscal Calendar window appears.
Review the options and settings for the fiscal calendar and adjust them as necessary. Refer to Using the Fiscal Calendar for additional information.
10 Select OK.
NOTE: You can only use the modules you purchased and installed.
In each module, there is certain information you need to enter before you can use the software. For information on the settings you need to define in each module, see the relevant user’s guide.
Congratulations! Your new organization has been created. Continue with your organization setup by referring to Controller Management Tasks.
Published date: 12/14/2021