Organisations

Organisations

QicWorks allows account owners to manage multiple organisations all from the one account interface

This means you are able to effortlessly allocate staff & job expenses across your entities, knowing their costs will settle to your correct accounting software for payroll processing. (You will need to match your API synchronisations from QicWorks to your different accounting accounts. For more information see: Connections.)

Click on  Business  from the main menu, then click on  Settings .  From the Account Settings menu click on  Organisation.  

Organisation Management Table

Manage all your Organisation Settings from within the Organisation Management table.

To add an organisation click on Add New from the Navigation Menu and enter your details.


A   Navigation Breadcrumbs: Click on hyperlinks to jump to that screen
B   Page Toggle Width: Click to increase or decrease the page width
C   Navigation Menu: Click View Organisation details or Add new Organisations
D   Page Help: Click for page specific help.
E   Organisation Table: Click to select from Classifications, Resources or Material Management tables

Contained in this table ( E ) is:
 Resource Table

   Field Name
   Function
     Organisation Name
    Name of organisation
   Contact
   The primary contact for this entity
    Status
   Current status of the organisation ie Active/Not Active

Editing an Organisation Resource

1. Click on the Organisation name 
2.  Review/edit fields as applicable.


A   Organisation Name & Logo. These details are used on shift reports, purchase orders, expenses and invoicing for this Organisation.
B   General Information: General information pertaining to the entity.  See General Information table below for full details.
C   Financial Details: Set your default financial values for this Organisation. See Financial Details table below for full details.
D  Organisation Status: Set the status for this organisations ie Active/Not Active

See below for full details pertaining to B  -  General Information.
These details are used on shift reports, purchase orders, expenses and invoicing for this Organisation.

Comprising of 
   Field Name
   Function
      Primary Contact
   Primary contact for this Organisation
     Phone
   Primary contacts phone number
    Email
   Primary Contact's email address
     Address
   Physical and Postal address of Organisation. 
    Time Zone
   Time Zone for this Organisation
   ACN
   The Organisations Australian Company Number
  ABN
   The Organisations Australian Business Number

See below for full details pertaining to C  -  Financial Information
These details are used to prepopulate your purchase orders, expenses, invoicing, quoting and financial calculations for this Organisation.

Comprising of 
   Field Name
   Function
      Default Quote Account & Tax Rate
   This is the default Chart of Account and Tax Rate account used during Quote creation. 
     Default Invoice Account & Tax Rate
   This is the default Chart of Account and Tax Rate account used during Invoice creation.
    Default Expense Account & Tax Rate   This is the default Chart of Account and Tax Rate account used during Expense creation.
    Default Purchase Order Account & Tax Rate
   This is the default Chart of Account and Tax Rate account used during Order creation.
    Default Purchase Order Markup
   The default markup applied to purchase order items assigned to Rates Tasks/WBS only.
    Default Expense Markup
   The default markup applied to expense line items assigned to Rates Tasks/WBS only
    Job Markup
   The default markup rate applied to all WBS nodes for Quoted tasks within the Job's Financials 
    Job Overhead
   The default overhead rate applied to a Jobs Actual Values within the Job's Financials
    Invoice Payment
   Banking details for this organisation, used on your invoice template.

Don't forget to click Save to save any changes made
For more information on the order of precident when applying markup see: How to apply markup to my purchases?
For more information about job markup v's overheads see: What is the difference between Job Markup and Job Overheads?
For details on how to connect your Organisation to its applicable third party accounting software see: Connections

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