A new institution can be added by clicking on [Add] button placed in the main menu or ergonomic panel above the list of institutions. The button opens a new institution form.
On the left side of the form, there is institution form header containing the following fields and parameters:
- ID − institution identification number in the database, non-editable field, filled-in automatically by the system
- Active − if the parameter is checked, an institution can be used in the system
- Code − mandatory field, contains code used for a fast and easy identification of an institution (e.g., name abbreviation), can be composed of 50 characters maximum (letters and/or digits). Codes of institutions must be unique.
- Name − mandatory field, can be composed of 500 characters maximum (letters and/or digits).
- Identification Code − institution id number assigned by authorities
- Category − drop down list containing values defined in General → Institution Types generic
- URL − institution’s website
- Fields Address, Phone, E-mail are completed automatically on the basis of the data entered in the fields of Address tab, available on the form of institution definition.
![](https://help.comarch.com/standard/20225/wp-content/uploads/2021/05/basic_elements_institution_defining_institution_institution_form_header.png)
Moreover, the institution form is divided into the following tabs: Address, Bank Accounts, Accounting, Attributes, Attachments.
The tab Address allows for entering address and contact information (e.g., phone number or e-mail address) of an institution.
![](https://help.comarch.com/standard/20225/wp-content/uploads/2021/05/basic_elements_institution_defining_institution_tab_address.png)
The tab Bank Accounts presents a list of bank accounts assigned to an institution and allows for adding/editing/deleting them.
The tab Accounting presents default bookkeeping accounts assigned to a given institution.
Detailed description of the tabs Attributes and Attachments can be found in article Tab Attributes and Tab Attachments.