Purpose

Create a Group to combine multiple entity files for consolidated group reporting, while still allowing entity and division views.

When to Use

• You manage multiple entities in separate files and need consolidated group results.

• Entities may also have their own divisions.

• You need to exclude inter-entity or inter-group transactions from consolidated results.

How To

Add a Group and Link Entity Files

1. Click the edit icon next to the organisation name on the organisation home page (the screen after you login). 

2. Choose Add Group.

3. Assign the relevant organisation/files to the group.

This creates a third reporting layer: Group → Entity → Division.

Export Group Reports to Excel

1. Go to a reporting area (e.g., Profit & Loss).

2. Click Export Group.

3. Open the Excel file to view group worksheets, including an organisation comparison.

Exclude Inter-Entity or Inter-Group Accounts

1. Open Chart of Accounts.

2. Mark accounts as Inter-Entity or Inter-Group as needed.

   • Inter-Entity: removes divisional account values when filtering at All Divisions.

   • Inter-Group: removes organisation account values when you export the group report to Excel.

Tips/FAQs

• Simple consolidation vs Group: If an entity does not need its own divisions, you can set up each entity as a division and import the data accordingly. For more details, see Divisions.
  

• Dashboards: Group reports and charts are also available under Dashboards.

• Structure: Start with Entity files, then add a Group, then use Divisions within each entity if required.