Add an Organization - Common Procedure

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

An organization is an internal cost center that is used for payment of expenses.

To add an organization:

1. Click to the immediate right of the Organization field.

   A window opens.

2. Click Add Organization.

   The Add Organization window opens.

3. Select the group that this organization should be associated with from the Group field.

4. Select the type of organization this is from the Type field.

5. Select the category that this organization falls into from the Category field.

6. Enter the name of the organization in the Name field.

7. Enter any account numbers associated with the organization in the Acct Code fields.

8. Click Add.

   The Add Organization window closes. The organization appears as selected in the Organization field.