How to create a Consolidated Organisation

FUTRLI 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.

Written by Ross MacLeod

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FUTRLI 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.

How to Consolidate an Organisation

Step One

First, please navigate to the Organisations section of FUTRLI:

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Step Two

Press Add Organisation and then select Create Consolidated Organisation:

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Step Three

Name your Organisation, select your Organisation’s currency and Industry Category, and finally the Last Month in your Financial Year:

Screen Shot 2017-01-18 at 16.10.48

Step Four

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:

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  • Firdaus

    Can CB consolodate Xero with different currenices?

    • CrunchBoards

      We currently support Single-currency consolidation. Multi-currency consolidation is coming soon.

  • Jon Housley

    Is it possible to consolidate foreign currency subsidiaries?

    • Dallas Herrett

      Yes I would like to know if this is possible as well.

      • Futrli

        We currently support Single-currency consolidation. Multi-currency consolidation is coming soon.

  • Nicola Kassier

    Hey, is there an update re timeline for when we could expect multi-currency consolidation?

    • Matthew Cawthra

      Multi-currency will be coming soon

    • Matthew Cawthra

      Multi-currency consolidation is coming soon.

      • Jonny Housley

        How soon is ‘soon’?

        • Matthew Cawthra

          Unfortunately we are unable to give a timeframe just yet