First-Time Setup Checklist

Once your organisation is created in BrizoSystem (either by connecting to an accounting system or adding it manually), follow this checklist to make sure everything is ready for your first consolidation.

1. Verify Organisation Details

• Go to Organisation Settings → Organisation Details

• Confirm your organisation name is correct

• Check that your reporting currency is set properly

• Review the financial year start and reporting periods

2. Review Imported Data

If you connected to an accounting system, BrizoSystem automatically imports:

• Chart of Accounts

• Last 2 years of Trial Balances

• Invoices and Bills

• Opening balances

✅ Check the data in Organisation Settings → Data Loadnig to ensure everything synced correctly.

3. Add Additional Entities (if applicable)

• Go to Common Settings → Organisation Hierarchy

• Review your organisation structure and add new organisation

• You can mix Xero, QuickBooks, MYOB, and manual entities

• Ensure all entities are under the same Group for consolidation

4. Set Up User Roles & Permissions

• Go to Organisation Settings → User Deployment

• Invite team members by email

• Assign appropriate roles:

5. Configure Reporting Preferences

• Choose reporting currency (if not already set)

• Reve consolidated reports for your group

• Review default report templates

6. (Optional) Enter Manual Adjustments

If you are not fully integrated or have adjustments outside the accounting system:

• Go to Adjustments → Journal Entries

• Enter the adjustments as needed

7. Confirm Everything is Ready

Before running eliminations or reports, make sure:

•  All entities are connected

•  Data imports are complete

•  Users have access

•  Reporting settings are correct