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System Administrators can set up automatic monthly checks of organizations in a certain [[Client Categories|category]] against these databases, and save the record of the check as a [[transaction]] on the company [[profile]].
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==Database Check Records on the Company Profile==
[[Image:OpeningOrgsearchFromTransaction.png|link=|500px]]
[[Image:TransactionListOnOrgRecord.png|link=|500px]]
[[Image:TransactionOnOrgRecord.png|link=|500px]]
==Configuration==
[[Image:IRSCheck.png|link=|500px]]
[[Image:IRSFieldMapping.png|link=|500px]]
==See Also==
* [[OFAC, IRS, CRA Checks]]
* [[Irs and cra lookup|IRS and CRA lookup]] (for further configuration instructions)
[[Category:Integration]]
