The organisation is designed to store essential business details, including registration, financial, and address-related information. It is a critical component for business management, tax reporting, and financial tracking applications.
The AI will only look back at 12 months' worth of data.
Key Properties:
OrganisationName: The official name of the organisation.
PlatformName: The platform associated with the organisation.
TaxNumber: Tax identification number of the organisation.
RegistrationNumber: The official registration number.
PaysTax: Boolean flag indicating if the organisation is subject to tax.
SalesTaxBasis: The basis on which sales tax is applied.
BaseCurrency: The base currency for financial transactions.
FinancialYearEndDay & FinancialYearEndMonth: Represent the financial year-end date.
LineOfBusiness: The business sector of the organisation.
OrganisationType: The type of organisation (e.g., LLC, Corporation).
Address, City, State, PostCode, CountryCode, TimeZone: The complete address information, including city, state, country, and time zone.
PeriodLockDateSetOn, PeriodLockDateCurrent, PeriodLockDatePrior: Used to track financial period lock dates for audit and compliance purposes.
EndOfYearLockDateSetOn, EndOfYearLockDateCurrent, EndOfYearLockDatePrior: Stores the lock dates for financial year-end processing.
CisContractorEnabled, CisSubContractorEnabled: Indicates whether the organisation is a contractor or subcontractor under the CIS framework.
MultiCodedCount: The number of multi-coded transactions.
AccountNames: The account names associated with the organisation.
📝 Example Alerts
Alert me if the current period lock date is older than 18 months.
Tell me when a business is a corporation.
Alert me when a business pays tax.