Create an organization

To create an organization, do the following:

  1. Click home city outline Organizations on the side panel to open the Organizations view and then click New Organization. The Organizations form displays.

  2. Complete the form. See Field descriptions for more information.

  3. Click Save and the new project will be added to the Organizations view.

Field descriptions

organization expanded v3
Field name Description Required?

Google Places search field

Begin typing the name of the organization and the Google search engine will list the five most likely matches. Select the appropriate one and VOGSY will pre-fill the form based on the information it has for the organization you selected.

N

Organization name

Enter the name of the organization.

Y

Description

Use this field for a short declaration about the organization.

N

Website

Enter the organization’s URL.

N

E-mail

Enter the main contact email address for the organization.

N

Phone number

Enter the main contact phone number for the organization.

N

Industry

What industry category does the organization fit into? Type that here.

N

Source

How did you find out about this organization? Choose from a list of sources.

N

Business Registration Number

If the organization has a BSN, you can enter it here.

N

If the organization is a customer

The following fields display on if you select the Organization is a customer checkbox.

Field name Description Required?

Payment condition

Select the payment terms for this organization. The options are:

  • Net 30 days

  • Net 60 days

Y

VAT number

If the organization has a VAT number, enter it here.

N

Sales tax type

Enter the tax rate to apply for sales to this customer. The options are:

  • 7.25%

  • 6.25%

  • No Tax

Y

Invoicing

Company name

If the company to be invoiced is different from the customer’s name that you entered in the Organization name field above, enter that company’s name here.

N

To the attention of

Enter the name of the contact person for this organization.

N

Address

Enter the customer’s physical address here.

Y

Zip Code

Enter the customer’s zip code here.

Y

City

Enter the customer’s city here.

Y

Country

Enter the company’s country here.

N

Invoice email 1

Enter the contact person’s email here. Invoices will be emailed to the address.

If the invoice should go to more than one person, click + to add an additional email field. There is no limit on the number of additional emails you can add.

Y

Level of detail on invoices

Select how much information to display in the invoice for this customer. The default layout is Show all timesheet entries, with notes and employees. See Layout samples for an example of each layout.

N

Merge all PDF attachments into a single PDF file

If this organization’s invoice scanning software only accepts one PDF attachment, select this checkbox to have all PDF attachments for this organization combined into a single invoice PDF.

N

Notes

Enter any relevant information about the customer that you think the project manager should know. This information will appear on all draft invoices generated for this customer.

N

If the organization is a supplier

The following fields display on if you select the Organization is a supplier checkbox.

Field name Description Required?

Supplier number

Enter the supplier’s registration numbere here.

Y

If you are based in Europe, then you will see two additional fields for your supplier organization.

Field name Description Required?

IBAN number

Enter the supplier’s IBAN number. This is the account VOGSY will use on all purchase invoices that it generates for this customer.

N

BIC code

Enter the BIC code for supplier’s bank. VOGSY will display this on all purchase invoices that it generates for this customer.

N