GMS Accounting Online Help
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WELCOME TO GMS ACCOUNTING ONLINE HELP
The help you need at your fingertips.

You are here: Tools > Organization > Organizational Information
Organizational Information
Operating Instructions ​
Name: Enter the organization name as you want it to appear on reports. The default limit of characters to print on reports is between 50 and 60 characters.
 
Address: Enter 1 or 2 lines of address up to 50 characters for each line.
     Note: If both a PO Box and street address are entered, the street address must be entered on the second                 address line.
 
City: Enter city name.
 
State: Select the 2-character state abbreviation approved by the U.S. Postal Service or choose from the drop down list.
 
Zip: Enter the zip code and use dashes where appropriate.
 
Phone: Enter the telephone number in the ###-###-#### format.
 
Federal ID: Enter the organization’s 9-digit federal ID number, no dashes.

Client ID: Assigned by GMS, Inc. specific to each agency, cannot be changed.
 
GMS RLSS: If using the RLSS supplement RLSS Books, enter the RLSS directory path.
 
Start Period: The beginning date of current fiscal year in MM/DD/YYYY format will automatically change when rolling forward and reversing.
 
Current Period: Enter the current month ending date in MM/DD/YYYY format. This will automatically change when the Month End button is clicked after monthly activities. Note: If the Current Period needs to be changed, the date cannot be outside of the current fiscal year.
 
Fiscal Year: Enter the 4-digit fiscal year. This will automatically be changed when rolling forward and reversing.
 
Ending Period: The ending date of the current fiscal year in MM/DD/YYYY format. This will automatically be changed when rolling forward and reversing.
 
     NOTE: Start and Ending periods and fiscal year fields are blocked from editing.
Include active codes only in list boxes: If this box is checked, only active GL Project and Element Codes will be included in all list boxes.
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Include signature lines: Click on this check box to have 3 signature lines and dates appear on the batch control sheets of all books of entry. The three signature lines are: Prepared by, entered by and verified by.
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​Payroll is run by a third party: Click on this check box if you outsource your payroll.
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Company Logo File: The company logo entered in this box will appear on the Accounts Receivable Invoice when printed/reprinted. The file selected must be a .jpg file. For best results, the .jpg size should be 2 X 1.3. Otherwise, it will expand or shrink.
            Open: Selecting this option will bring up the “Open” box. Browse to find the company logo.
            Clear: Selecting this option will clear the logo .jpg file.

GMS, Inc.
COPYRIGHT © 2020 GRANTS MANAGEMENT SYSTEMS, INC. (GMS)
10559 Metroplitan Avenue - Kensington, MD 20895
800.933.3501

​www.gmsactg.com 
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