Set the rules for when your Consolidated Organisation’s Chart of Accounts updates

After creating a Consolidated Organisation, you can choose to manually or automatically manage the Organisation’s Chart of Accounts independently

Written by Ross MacLeod

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After creating a Consolidated Organisation, you can choose to manually manage the Organisation’s Chart of Accounts independently of the Organisation’s grouped entities. This will allow you to create your own Custom Chart of Accounts structure for the Organisation. Alternatively you can set this to auto-manage. When auto-manage is enabled the Organisation’s Chart of Accounts will automatically update as changes are made to its child entities.

Toggling Chart of Accounts Management

First navigate to the Organisations section of FUTRLI and press the Settings button adjacent to the Organisation you wish to manage:

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Scroll to the bottom of the page and select Auto or Manual Chart of Accounts management using the toggle provided:

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