In this video, I will walk you through the Organization menu and explain how the system is structured. First, it is important to know that each organization is completely isolated; projects, contacts, and reports, and they belong only to the specific organization you are viewing.

To note, you will need to go through all of the video tutorials to fully understand the software and how it all interacts. There are other videos that exclusively talk about these things I am about to give an overview of.

We start with Projects. This is where your actual jobs and productions live. Each project acts as a container for its own budgets, POs, expenses, payments, and financial reports. Access here is determined by your role—some users see everything, while others only see projects assigned to them.

Next is Contacts. This contact list is shared across the entire organization to prevent data duplication. Whether it’s clients, vendors, or crew, you can create them here or at the project level. And since they are accessible throughout the entire organization, that means they can be used across all projects for invoices and POs.

Departments allow you to organize your internal structure, such as Production, Accounting, or other roles at your organization. While they don’t affect accounting directly, they are vital for managing permissions and workflows in larger organizations. These are essentially they people that can setup, organize and help to manage the productions from an organization level

The Members page lets you define who can access the organization. By assigning roles like Super Admin or Admin, you control exactly which pages a user can access and which projects they can see and what permissions that they have globally among your organization and all productions.

The Tax section is where you configure Sales Tax, VAT, Withholding Tax , and other tax rules. Once set up here, these rules can be applied to ETC’s, POs and expenses throughout the system.

The Chart of Accounts is the foundation of your accounting system. Every single financial transaction—assets, liabilities, income, or expenses—eventually posts to an account defined here. This setup is critical because reports like the General Ledger generate directly from this list.

Cost Centers are used for isolating costs to specific line item. This allows management within your organization to see exactly where money is being spent and to assign it to specific business units within your organization.

Now, let’s look at Reports. Keep in mind, we are at the organizational level right now, so that means we are seeing a total of all projects, not just one project.

• The General Ledger is the ‘source of truth,’ showing every transaction grouped by account with total debits and credits.
• The Trial Balance provides a snapshot of account balances at a specific point in time, ensuring that total debits equal total credits for accounting integrity.
• The Cash Flow report tracks the actual move ment of money in and out, distinct from profit and loss, focusing purely on realized cash transactions.
• The Aging Report tracks outstanding receivables and payables, essentially you should come here at least once a week to see who you still need to pay.

Finally, Settings controls the organization-level configuration, including your company address, contact details, and Master Approvers. Changes made here affect the entire organization, so they should be made carefully.