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.)
Navigation
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 details on how to connect your Organisation to its applicable third party accounting software see:
Connections