To navigate to the Organizations page, open Wolters Kluwer Financial Services Administration (Administration) and select ORGANIZATIONS in the navigator panel. The Organizations section displays for all products.
The Organizations main page provides:
- A list of organizations.
- Organization details.
- Access to searching, adding, and removing organizations.
- Access to the organization hierarchy.
| Feature | Description |
|---|---|
| Hide Detail/Show Detail buttons | Click the Hide Detail or Show Detail buttons to display or hide
details for an organization in the list. The above graphic displays the list
expanded. |
| Open an organization | Click in the organization box to open the organization for editing or reviewing setup information. |
| Search | Search for an organization by entering a search term and clicking the
Magnifying Glass button. |
| Row Navigation | Click the forward and backward arrows to navigate to other rows. Select a number
in the drop-down list to select the number of rows to view. |
| Sorting | Click a column heading to sort the column up or down alphabetically.  |
