Financial Organizations allow to define defaults and preferences, mainly how Financial Accounts and Projects selections are displayed.
You can explicitly select a Financial Organization in
- T+E Item
- T+E Report
otherwise it will use the Default Fin Organization.
Name and Address
By default, the Name, Phone and Address of the Organization (Setup > Company Information) is used.
Use the Financial Organization to use a different Company Name, Phone and Address on Invoices or Time+Expense Reports.
For this, select an Account, which Name, Phone and Address will then be used instead of the default Name and Address of the Salesforce Organization.
You can add a Logo to T&E Reports and Invoices based on the Financial Organization.
Due to restrictions of the Salesforce pdf technology, the image must be scaled to the correct size - use one of the online services if you do not have a logo in the correct size.
The image to be displayed can be
- a static resource - use the Name
- an attached file - use the Title
(the use of external http/s links is discontinued)
Enter either the Name of the static resource or the Title of the file attached to the Financial Organization record in the Logo Name Field