Creating an Organization

You can create and manage multiple organizations in RefineBooks. Create an organization by following the steps mentioned below.

  1. Click on your username and select Manage.

  2. Then click on Add Organization option available in Organization Management tab.
  3. Enter the name of the Organization.
  4. Click Save.
  5. Now you will be redirected to the Organization setup page for setting up the financial and other details of the organization you have added.

Note: -If you have a single organization in your account then it will open by default when you log in. In case you have multiple organizations then you can set any organization as default organization by clicking on Mark as Default in the organization Management page under the column Def/Mark.

Next – Financial Year Setup