Project and Entities

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.