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:

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:

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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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