- Viewing and Editing Organization Configuration
- Timezone Settings - Notes and Recommendations
- Creating and Managing Currencies
- Creating Credit Reasons to use for adding credit line items to bills
- Creating Debit Reasons to use when adding debit line items to bills
- Creating Transaction Types to use for adding Transactions for Balances on Accounts
- Adding and Editing Custom Fields
Managing your Organization
At Settings>Organization in the Console, you can view and edit your Organization’s configuration settings. This section explains how to manage and work with these Organization-wide settings to ensure key areas such as billing fulfill your specific requirements: