Entity & Group Management | Cimplico Help Centre

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Entity & Group Management

Entity & Group Management

Entities Explained

Groups Explained

Choosing the best method to import entities and groups

Adding an entity to a group

Adding entities and groups manually

Adding entities manually (individually or in bulk)

Adding groups manually (individually or in bulk)

Adding entities and groups with FYI

Adding entities and groups from FYI

Adding entities with Xero

Adding entities from Xero

Frequently Asked Questions (FAQs)

FAQs relating to entities and groups

Can I reference files between entities within a group?

Can I see the organisational structure of a group?

Can I delete an entity?

Does the FYI integration automatically bring in new entities and groups?

How do I manage an entity with multiple Xero files?

Can an entity be assigned to multiple groups?

Which method should I use for creating new entities and groups?