Assign a booklet to Business Units
In a multi-Business Unit organization (several teams, departments or distinct activities), you can assign a booklet to one or several Business Units to facilitate filtering, delegation and thematic reports.
What is a Business Unit?
A Business Unit is a logical subdivision of your organization: Youth Business Unit, Talmud Torah Business Unit, Works Business Unit, Hospital Chaplaincy Business Unit, etc.
Unlike an association (a separate legal entity), a Business Unit is internal: it is used to organize your work without creating a distinct accounting entity.
See Understand Business Units and organizations.
When does the « Business Unit » button appear?
The Business Unit button appears in the footer of a booklet card only if all of the following conditions are met:
| Condition | Detail |
|---|---|
| Administrator profile | Your account has the ADMIN type |
| At least one Business Unit configured | Your organization has defined at least one Business Unit in its settings |
| Eligible booklet type | The booklet is of type Dedicated booklet, Fund, Campaign or Form |
The button does not appear for the Main cash register (which is by nature transversal).
Procedure
- 1
Open the Budget module
In the sidebar, click on Budget.
- 2
Locate the card of the booklet to assign
Find the card in the grid.
- 3
Click on the « Business Unit » button
At the bottom left of the card (in the footer), the Business Unit button opens a selection menu.
- 4
Select one or several Business Units
Check the Business Units to which you want to attach this booklet. You can select several if the booklet concerns several teams.
- 5
Validate
Confirm the selection. The booklet is immediately attached to the chosen Business Units, and the page reloads to reflect the assignment.
Effect of the assignment
| Element | Behavior after assignment |
|---|---|
| Budget page | The booklet remains visible to all administrators (the assignment is not a mask) |
| Business Unit filters in other modules | The booklet appears in reports filtered by Business Unit |
| Delegation | You can delegate the read access of this booklet to a Business Unit manager (via permissions) |
| Business Unit statistics | The booklet contributes to the Business Unit indicators |
Typical use case
A large community with several teams
A synagogue manages:
- A Talmud Torah Business Unit (children's classes)
- A Youth Business Unit (teen activities)
- A Works Business Unit (maintenance and renovations)
- A Hospital chaplaincy Business Unit (visits to the sick)
Each Business Unit has its dedicated booklets:
| Business Unit | Booklet(s) |
|---|---|
| Talmud Torah | Booklet "Book purchases", Booklet "Children's snacks" |
| Youth | Booklet "Youth trip", Booklet "Rosh Hodesh activities" |
| Works | Booklet "Prayer hall renovation", Booklet "Air conditioning maintenance" |
| Hospital chaplaincy | Booklet "Volunteer travel expenses" |
The manager of each Business Unit can then filter only their booklets in their views and exports.
Modify or remove an assignment
To change the Business Units of a booklet, click again on the Business Unit button and adjust the boxes. To remove all assignment, uncheck all the Business Units.
The operation does not affect the booklet's history or its balance.
Special cases
No Business Unit configured in your organization
If your Unisoft account has no Business Unit, the Business Unit button does not appear on the cards. This is normal — you don't need to assign.
To configure Business Units, see the Info module.
You are not a main administrator
If your profile is not of type ADMIN, the button does not appear. Ask a main administrator to assign the booklet for you.
Fund or campaign created in a Business Unit
When a fund or a campaign is created from a Business Unit (via the corresponding module), it is automatically assigned to that Business Unit. You can modify the assignment if needed.