Organisation Hierarchy

The Organisation Hierarchy feature lets you set up and manage your company’s entity structure in a tree format. This provides a clear view of how your business units, subsidiaries, and groups are organised within BrizoSystem.

Purpose

The hierarchy ensures that consolidations, eliminations, and group reports are calculated correctly based on your actual structure. By maintaining an accurate hierarchy, all reporting and ownership calculations flow seamlessly across the system.

Navigation and Interface

• The hierarchy is displayed as a visual tree that supports multiple levels.

• You can drag and drop entities to rearrange them. This makes it simple to reflect restructuring or ownership changes without rebuilding the tree from scratch.

• Each entity in the tree has a green arrow icon. Clicking it opens the Organisation Details screen, where you can manage settings such as connections to accounting systems or fiscal year preferences.

Adding a New Organisation

1. Click “Add New Organisation” from the tree interface.

2. Enter a name for the new entity.

3. Save to add it into the hierarchy.

4. Use the green arrow to configure its details, such as accounting system connections (Xero, QuickBooks, MYOB, or custom).

Adding a Group

1. Select “Add Group.”

2. Name the group and place it within the hierarchy.

3. Remember: Groups are structural only. They cannot load accounting data but are useful for organising entities.

Notes & Tips

• Any changes made in this screen automatically update your consolidation.

• Use groups for organising entities into logical structures (e.g., by region or sector) even if they do not represent actual companies.

• Ensure your hierarchy reflects your chart of accounts and ownership relationships, as this impacts all downstream reports.