Organisation Detail

Modified on Tue, 14 Oct at 9:42 PM

The Organisation Details page allows you to configure key settings for your organisation or group within BrizoSystem. These settings define how your data is displayed, reported, and consolidated across the platform.


1. Accessing the Page

  • Navigate to Organisation Settings → Organisation Details from the left-side menu.

  • The settings here apply to the selected organisation or group (check the name at the top-left corner).


2. Organisation Information

FieldDescription
NameThe organisation or group name displayed across BrizoSystem. Click the ✏️ icon to edit.
LogoUpload or replace the logo that appears in reports and dashboards. Use the ?️ icon to remove it.
Reporting MonthDefines the latest reporting month used in dashboards and reports (e.g., Aug-2025).
CurrencyThe base reporting currency for this organisation. Used across dashboards, reports, and insights.
Fiscal Year Start MonthDetermines when your fiscal year begins (e.g., January, April, July). All reporting periods follow this setting.

3. Visual & Display Settings

SettingDescription
TemplateChoose a default visual template for dashboards and reports.
Chart ColorSelect color themes for visual consistency across charts and widgets.
TerminologyCustomise key accounting terms (e.g., rename “Profit” to “Net Income”).
Number FormatAdjust how numbers are displayed (e.g., 1,000 vs 1.0K).
Elimination MethodDefine how intercompany eliminations are handled (automatic or manual).

4. Data Management

ActionDescription
CLEAR DATARemoves all imported and calculated data for this organisation. Use only when resetting or re-importing data.

⚠️ Important: Clearing data cannot be undone. Always ensure a backup or confirm with your administrator before proceeding.


5. Tips & Best Practices

  • Keep fiscal year and reporting month aligned with your accounting system.

  • Use consistent chart colors and templates for easier comparison across groups.

  • If you manage multiple entities, set each one’s currency and fiscal year before consolidation.

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