Entity & Group Management
Import, manage, and archive entities and groups with bulk actions and integration support
By Hannah1 author17 articles
Frequently Asked Questions (FAQs)
FAQs relating to entities and groups
- Can an entity be assigned to multiple groups?
- Can I delete an entity?
- Can I see the organisational structure of a group?
- Can I store notes on a group?
- Does the FYI integration automatically bring in new entities and groups?
- How do I manage an entity with multiple Xero files?
- Which method should I use for creating new entities and groups?