Welcome to COP
One source of truth.
Everything in its place.
This guided setup will prepare your organisation for day-to-day use.
Estimated time: approximately 10 minutes.
Organisation Google Account
Connect an account owned by the organisation, such as committee@organisation.org.au, rather than a personal account.
Connect COP to your organisation’s Google Account
Google will now ask you to authorise COP.
COP uses your organisation’s Google account to:
- create and organise your COP folders;
- read and write your COP data in Google Sheets;
- store receipts, reports and other documents in your organisation’s Google Drive; and
- send organisation emails when you ask COP to do so.
Google may display one or more permission screens. Please review and approve them so COP can operate correctly.
Use your organisation’s Google account rather than a personal Google account.
COP never receives or stores your Google password. You can review or revoke these permissions later through your Google Account.
Organisation Details
These details identify and brand your portal. You can change them later in Administration.
Authorised Administrator
Every organisation must always have at least one active Administrator. Your secure first-Administrator account is verified below. Additional Administrators can be invited now or later.
Invite an additional Administrator
The invitation must be accepted with the exact Google account before it is shown as active.
Finance Setup
Add one or more financial accounts. These can be changed later in Administration, and active accounts become the Account choices used throughout Finance.
Making data entry easier
As you use COP, you will record income, expenses, donations, purchases and other financial transactions.
Rather than typing the same information every time, COP provides ready-made drop-down lists for categories, payment methods and bank accounts.
These lists make data entry faster and more consistent, and help produce more accurate reports.
New TransactionCategoryFundraising
Payment MethodElectronic Funds Transfer
AccountNational Australia Bank – Operating Account
The drop-down lists shown above are called Reference Data.
How would you like to begin?
Don’t worry — these lists can be edited, expanded or completely changed later from the Administration module.
Review
Everything complete? COP verifies every requirement before operational modules are opened.
Congratulations!
COP is now ready.
