Changing Organization information is a relatively simple task, however if you don't have the access required, please contact your supervisor or systems administrator to complete the task.

1. Navigate to, or use the menu search to find the 'Organizations' screen.

   

    

2. f editing, search by name and select 'edit' the Organization you wish to update; otherwise select 'Add New'

   Note: you can sort and promote the Organisation type by clicking on the type header.

    

   

    

3. On this screen you can add or edit the organization details including type, contact information, communication options, and default VAT rules.

4. Click 'OK' when done to save changes.