Configuring your Organizational Details

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Modifying your Organization Information
When getting started with your DMS, you'll want to be sure to add your Organization’s location and contact details, as this information will show on your Tax Receipts and various message  Templates .  If needed, you can change this information at...
Configuring your Fiscal Year Date
You can easily configure the start and end date of your organization's fiscal year in the DMS. This'll allow you to filter your reports by either calendar or fiscal year. Configuring your Fiscal Year Date 1. Visit your a dministrative Sett...