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IRS and CRA - Automatic Verification

665 bytes added, 17:59, 22 November 2013
Configuration
==Configuration==
Organization Field Transaction Field
Organization Tax ID
Organization Name
Foundation Type / OFAC entity type
Organization Type / OFAC list type
Organization Address
Organization City
Organization State
Organization ZIP
Organization Status/OFAC score
Database
Organization Registration ID:
Database IDs:
Automatic Verification Settings:
Automatic Checking Schedule: Can be set to ''N/A'', ''Once a month'', ''Once every two months'' or ''Once every three months''
Automatic Checking Database:
IRS
Canadian Charities
OFAC
Automatic Checking As User: This is a drop down field providing a selection of internal [[users]] in your system.
[[Image:IRSCheck.png|link=|500px]]
[[Image:IRSFieldMapping.png|link=|500px]]
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