Adding a New Entity

As your business grows, you can add new entities to BrizoSystem at any time. Each new entity can be connected to Xero, QuickBooks, or MYOB for automatic data sync, or created manually if you use a different system. Once added and positioned in your hierarchy, the entity is immediately included in consolidation.

1. Navigate to Organisation Hierarchy

Go to Global Settings → Organisation Hierarchy from the left navigation. Your current group structure is displayed as a visual tree showing all existing entities and groups.

2. Add the New Entity

3. Position It in the Hierarchy

Once saved, the new entity appears in the tree. Drag and drop it into the correct position under its parent group or holding entity. The position you set here determines how the entity rolls up into consolidation.

If you need to add a structural group (e.g. a regional holding layer) above the new entity, click Add Group instead. Groups are structural only — they cannot connect to an accounting system but are useful for organising entities by region or business line. See Organisation Hierarchy for more detail on groups.

4. Connect to an Accounting System

Click the green arrow icon next to the new entity in the hierarchy tree. This opens the Organisation Details screen. From here, choose how to bring in the entity's data:

5. Verify Organisation Details

After connecting, confirm the entity's settings are correct in Organisation Settings → Organisation Details. Check the following for the new entity:

• Reporting currency — should match the entity's base currency in its accounting system
• Fiscal year start month — must match the entity's financial year to ensure periods align correctly in reports
• Reporting month — confirms the latest period available for this entity

See Organisation Detail for a full description of every field.

6. What Happens Next

Once the new entity is connected and positioned in the hierarchy:

• Its data is included in all consolidated reports immediately — P&L, Balance Sheet, Cash Flow, and any custom reports.
• Data syncs daily automatically. You can also trigger a manual refresh at any time.
• Any existing Auto Elimination rules that reference the entity's accounts will apply automatically at the next consolidation.
• If the entity has partial ownership, configure the ownership percentage in Global Settings → Ownerships so Non-Controlling Interest (NCI) is calculated correctly. See Ownerships.