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Edit a consolidated organisation
Edit a consolidated organisation

How to configure the settings of consolidated organisations.

Updated over 3 weeks ago

After you create a consolidation, if there are changes you want to make, you can easily amend the consolidated organisation.

  1. When logged into Futrli, click the organisation name in the top-right corner of the window.

  2. Click Manage Organisations.

  3. Click the Consolidations tab.

  4. Next to the relevant consolidation, click Consolidation settings.

What can you edit?

You can edit the following:

  • Consolidation entities

    • Consolidation name

    • Financial year end date

    • Label

    • Add or remove entities to the consolidation
      โ€‹

  • Eliminations

    • Add or remove accounts to eliminate from the consolidation

    • Create or delete groups for eliminated accounts
      โ€‹

  • Charts of Accounts Structure
    โ€‹

  • FX rates

Click the relevant tabs and click Save to save any changes you make.

Consolidation tabs.

๐Ÿ“ŽNOTE: The FX rates tab will show only if you have multiple currencies selected.

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