Futrli Advisor allows you to consolidate multiple organisations into one entity. Once consolidated, you can report on these organisations as a single entity using any card type or custom metric that you wish, or compare each grouped organisation against one another using a benchmarking card.
Please note, consolidated organisations incur an additional charge per child organisation consolidated.
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How to consolidate an organisation
First, please navigate to the Organisations section of Futrli Advisor, found via the cog in the top right of the window:
Press Add Organisation and then select Create Consolidated Organisation:
Please note, the above image is taken from a PAYG plan, not a partner plan, and refers to the addition of a single organisation to a Futrli Advisor account. The creation of a consolidated organisation will not incur any additional charge, each single organisation consolidated is charged. Please contact our Support Team if you would like further information or clarification.
Name your organisation, select your organisation's currency and industry category, and finally the last month in your financial year:
This will create a new organisation in your organisation list. To add organisations to your consolidated organisation, select Edit Organisations and then press the + button adjacent to any organisation you wish to add:
Once you have created your consolidated organisation, you can create eliminations, offset accounts and re-order and restructure your organisation's consolidated chart of accounts.