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

About

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”:

Step Three

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

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:

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.

10 responses to “How to create a Consolidated Organisation”

  1. Firdaus says:

    Can CB consolodate Xero with different currenices?

  2. Jon Housley says:

    Is it possible to consolidate foreign currency subsidiaries?

  3. Nicola Kassier says:

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

Leave a Reply

Your email address will not be published. Required fields are marked *