Organizations

An organization is defined as either the 501(c)(6) and a charity organization is classified as 501(c)(3). iMIS GL Processor Cloud allows you to define each organization requiring a GL Export.

For example, you may set up an organization for the fraternity and foundation. Within the foundation export it can include other entities (funds) in the export.

Create a new organization

To create an organization, select the Organizations > + New… menu option from the top navigation bar.

1. Enter an organization name and description. This should be a friendly name.
2. Click the Select Primary Financial Entity button to display a list of entities available to be selected as the primary financial entity. This is a list of iMIS Org Codes.
3. Select a template from the template drop-down.
4. Click Save.

Note: The organization needs to be saved before additional entities can be added. Organizations require at least one org code; this initial org code will be the primary entity.

Add Financial Entities

To add entities to an organization:

1. Click the Financial Entities tab.
2. Click the Edit button.
3. Select all applicable entities using the check boxes.