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
- Invoice
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.
Logo
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
