Organizations

iMIS Power Suite - GL Processor

An organization is defined as either a 501(c)(6) or a 501(c)(3) charity. iMIS GL Processor Cloud enables the definition of each organization that requires a GL export. For example, an organization can be configured for both a fraternity and a foundation, with the foundation export including additional entities or funds as needed.

Creating a new organization

To create an organization, go to the GL Processor Dashboard and select Organizations > New… 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.

Adding Financial Entities

Do the following 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.