Organisational Settings
Setting up of WINPACCS according to the organisation's requirements.
This functional area enables the setting up of WINPACCS according to the organisation's requirements.
Various settings offer the possibility to adapt WINPACCS easily to large or small organisations with their specific requirements. The settings can easily be made in the appropriate masks.
Functions
- Definition of the length and format of project numbers.
- Upload of the organisation logo and a direct integration of the logo in all reports of WINPACCS Cloud and the WINPACCS modules.
- Setting up the project administration for the requirements of the organisation.
- Configuration of the person administration, partner administration, and donor administration for the own organisation’s requirements.
- Setting up the length of the main accounts and sub-accounts of the project chart of accounts.
- Creating the organisation units.
- Configuration of the interfaces between WINPACCS and the company accounting.
- Configuration of WINPACCS Accounting (fields, automatic messages, …).
- Configuration of WINPACCS Cashbook.
Which user roles are necessary for managing the organisational settings?
In order to manage the organisationl settings, users need the "Organisation administrator" role.
Any questions about our products?
Please contact our team with any questions about WINPACCS.
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