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Entity Structure workflow

The Entity Structure workflow allows you to add, edit, and delete entity groups and entities.
The Entity Structure workflow enables you to perform the following:
  • Add new entity or entity group
  • Edit entity or entity group
  • Delete entity or entity group

Add entity or entity group

  1. Access the Reporting Entity you want to work with and open a financial period.
  2. Go to
    Period Setup
    ,
    Entity Structure
    .
  3. Select
    Add
    , and then
    Entity
     or
    Entity Group
    .
  4. Enter the following:
    1. Name
    2. Code - Unique entity code used as an identifier.
    3. Entity Type
    4. Report As - Select whether the entity should be included in a report as a Parent entity or Consolidated entity.
    5. Currency
    6. Conversion Account
    7. Round Independently - Select this option to round values independently of other entity; you can also round entity groups independently.
  5. Lastly, select
    Add
    .

This article applies to:

  • Product: ONESOURCE Statutory Reporting