An organization is the largest hierarchical unit to represent your enterprise. Although you can create multiple organizations in Kofax AP Agility, a single organization is sufficient. An organization can correspond to a company, corporation, or legal entity, depending on the ERP system hierarchies. These organizations are used by both Invoice Processing activities and the AP Agility Workflow activities.

An organization can represent a vendor, payee, or any other entity that you deal with on a regular basis.

When an organization is created, a capture profile with the same name as the organization is created automatically. This enables you to customize the settings in the capture profile for this organization. In addition to the capture profile, an export profile is also created automatically. This is because the export settings for each organization are usually different, so a unique profile saves time and effort. These two features are created without any input from the user. There are however, several settings that you can set so that a new profile, partition, or structure are created with a name that corresponds to the organization, dynamically.

• Vendor partition

• Employee partition

• PO partition

• Tax partition

• ERP connection

• GL account structure

These allow you to select a New setting. This creates a corresponding element when the organization is created. This enables you to create an organization without needing to create these elements beforehand.

There are two settings that you cannot create dynamically. Because of this, if you want to select a specific Organization Group or a specific Instruction Profile, these must exist before you create the organization. Alternatively, select an existing group or profile and then update them at a later time.

When you click Settings > Organizations from the menu, a table that lists all of the organizations is displayed. The table is empty when no organizations are present. The table has the following columns:

Use the following buttons to manage this page:

You can perform the following actions for organizations.

• Create a new organization based on a template

• Add a new organization based on an existing organization

• Edit an organization

• Add a new business unit

• Edit a business unit for an existing organization

• Assign roles to a Business Unit

• Edit a field configuration