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  • Getting Started
  • System Configuration
    • Getting started with Elven
    • Project and Entities
      • Choose an Accounting Start Date
    • Inviting team members
    • Viewing activity logs
  • Financial Configuration
    • Configure Chart of Accounts
    • Configure Journal types
    • Configure Auxiliary Accounting
    • Setting Account Opening Balance
  • ACOUNT MANAGEMENT
    • Importing account balances
    • Importing transactions
      • Importing derivatives transactions
    • Verifying account balances
    • Counterparty Accounts Management
      • Managing counterparties
      • Automated counterparty identification
  • Transactions management
    • Transactions overview
  • Bookkeeping
    • Accounting with transaction data
      • Tagging of transactions
      • Rule based tagging
    • Accounting with business data
      • Importing business data using API
      • Importing business data with CSV file
      • Automated bookkeeping of business data
  • ASSETS AND VALUATIONS
    • Assets management
      • Add tokens via smart contract
      • Customising price feeds for assets
    • Fair value of Crypto assets and adjustments
    • Currency exchange (FX) PnL adjustment
    • Derivatives unrealized PnL adjustment
    • Broker business inventory management
  • RECONCILIATION
    • Transaction Reconciliation
  • REPORTS
    • Trial balance
    • Account Balance sheet
    • Financial statements
    • Crypto assets disclosure form
    • Dashboard
  • OpenAPI
    • Obtaining API Authorization
    • Import Business Data
    • Create Account
    • Query Account
    • Create Source
    • Query Source
    • Import Transfer
    • Import Trade
    • Import Gain/Loss
    • Import Account Balances
    • Import Price
    • Query Platform
    • Query Currency
    • Timezone
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On this page
  • Project and Entity management
  • Creating a new Entity
  • Updating Entity general information
  • Deleting an Entity

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  1. System Configuration

Project and Entities

PreviousGetting started with ElvenNextChoose an Accounting Start Date

Last updated 8 months ago

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This page illustrates the relationship between Project and Entities, and how to create, modify, delete entities

Project and Entity management

Each project can support multiple entities, allowing for the separate processing of financial data of each entity.

  • Each entity has its own data sources, transactions, and reports. All data between entities is completely isolated.

  • Projects are used to manage the general information of entities, member permissions, and operation logs.

Creating a new Entity

  1. Navigate to Settings > Entities.

  2. Click on Add Entity, and fill in the general information to create a new entity.

Updating Entity general information

  1. Navigate to Settings > General.

  2. In the list of entities, click on the Gear icon on the right side of the entity to modify its information.

  3. note: The Timezone, Starting Date, Functional Currency of an entity cannot be modified once the entity has been created.

Deleting an Entity

  1. Navigate to Settings > General

  2. In the list of entities, click on the Thrashcan icon on the right side of the entity to remove it. Click on Delete in the popup confirmation to delete this entity.

  3. note: This action is irreversible, please proceed with caution.