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Organizational Information
Function
Holds information about each organization that is typically created during the initial installation.
Operating Instructions
Name: Enter 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: Enter the 2-character state abbreviation approved by the U.S. Postal Service.
Zip: Enter zip code and use dashes where appropriate.
Phone: Enter telephone number in ###-###-#### format.
Federal ID: Enter 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 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 you roll forward and reverse.
Current Period: 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: should you need to manually change the Current Period, the date cannot be changed to a month outside of the current fiscal year.
Fiscal Year: The 4-digit fiscal year will automatically be changed when you roll forward and reverse.
Ending Period: The ending date of current fiscal year in MM/DD/YYYY format will automatically be changed when you roll forward and reverse.
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.
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.
Payroll is run by a third party: Click on this check box if you outsource your payroll.
Holds information about each organization that is typically created during the initial installation.
Operating Instructions
Name: Enter 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: Enter the 2-character state abbreviation approved by the U.S. Postal Service.
Zip: Enter zip code and use dashes where appropriate.
Phone: Enter telephone number in ###-###-#### format.
Federal ID: Enter 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 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 you roll forward and reverse.
Current Period: 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: should you need to manually change the Current Period, the date cannot be changed to a month outside of the current fiscal year.
Fiscal Year: The 4-digit fiscal year will automatically be changed when you roll forward and reverse.
Ending Period: The ending date of current fiscal year in MM/DD/YYYY format will automatically be changed when you roll forward and reverse.
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.
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.
Payroll is run by a third party: Click on this check box if you outsource your payroll.
