Organization Reporting Setup Checklist

When you install Organization Reporting, you must make certain strategic decisions.

Decision that you need to make: See topics about:
How many organization levels will we use and what will they represent? Organization Reporting Structure
What will our subcodes be? Organization Reporting Structure
Will we maintain separate Balance Sheets for each organization? Separate Balance Sheets
How will we account for labor cross-charges between organizations? Labor Cross Charge
How will we allocate overhead among organizations? Overhead Allocation

You set up the Organization Reporting feature in Settings > Organization.