Organisation Detail

Modified on Thu, 5 Mar at 9:29 AM

What this article covers: A full reference for every field and setting on the Organisation Details page — organisation information, visual and display settings, and data management. These settings control how your data is displayed, reported, and consolidated across BrizoSystem.

Accessing Organisation Details

Go to Organisation Settings → Organisation Details from the left navigation. The settings on this page apply to the currently selected organisation or group — confirm which one is active by checking the name in the top-left corner.

? Note: If you manage multiple entities, you will need to visit Organisation Details for each one individually to confirm its settings are correct. Settings are not shared across entities.

1. Organisation Information

Field Description

Name The organisation or group name displayed across BrizoSystem. Click the pencil icon to edit.

Logo Upload or replace the logo that appears in reports, dashboards, and Insight Packages. Use the remove icon to delete it.

Reporting Month The latest reporting month available in dashboards and reports (e.g., Aug-2025). Must be kept current — if this falls behind, recent periods will not appear in reports. Update this each month after your data syncs.

Currency The base reporting currency for this organisation. Used across all dashboards, reports, and Pulse views. For group-level consolidation in a different currency, set this at the group level.

Fiscal Year Start Month Determines when your fiscal year begins (e.g., January, April, July). All reporting periods follow this setting — an incorrect value will cause periods to appear in the wrong year.

Accounting Standards Enables the accounting standards available for tagging journal entries — choose from Local GAAP, IFRS, US GAAP, and UK GAAP. Enable only the standards relevant to your organisation. See Posting Journal Adjustments.

⚠️ Important: Set Currency and Fiscal Year Start Month correctly before importing data or running your first consolidation. Changing these settings after data has been imported may cause reporting discrepancies.

2. Visual & Display Settings

Setting Description

Template Choose a default visual template applied to dashboards and reports — controls overall layout and styling.

Chart Colour Select a colour theme applied consistently across all charts and widgets. Use the same theme across entities for easier visual comparison.

Terminology Customise key accounting labels to match your organisation's language — for example, rename "Profit" to "Net Income", or "Revenue" to "Turnover".

Decimals Format Adjust the number of decimal places shown in reports for this organisation. For per-report formatting overrides, use Report Settings — see Report Settings.

Elimination Method Define the default method for handling intercompany eliminations — automatic or manual. See Auto Eliminations and Manual Eliminations.

3. Data Management

CLEAR DATA

Removes all imported and calculated data for this organisation — including trial balances, transactions, and consolidation results. The organisation structure itself is preserved.

Use this only when resetting an organisation to re-import data from scratch — for example, if the wrong organisation was connected during setup.

⚠️ This action cannot be undone. Always confirm with your administrator before clearing data. If you are unsure, contact info@brizosystem.com before proceeding.

? Best practices

Keep Fiscal Year Start Month and Reporting Month aligned with your accounting system — mismatches are the most common cause of missing periods in reports
If you manage multiple entities, configure each entity's settings before running your first consolidation
Use consistent chart colours and templates across entities to make comparison views easier to read

First-Time Setup Checklist Organisation Hierarchy User Deployment Report Settings Multi-Currency Consolidation Auto Eliminations Posting Journal Adjustments