Multi-entity setup

Goal

Configure intercompany defaults, shared master-data flags, and the entity roles catalogue for tenants that run multiple legal entities.

Who it is for

Tenant admin with multi_entity.admin. Settings read also allows multi_entity.view. Module multi_entity (optional, off by default). Distinct from Consolidation (multi_entity_consolidation).

Preconditions

• Enable module multi_entity.
• Legal entities / branches exist as needed for your operating model.

Steps

1. Open Accounting → Reporting → Multi-entity setup (/multi-entity/setup).
2. On Options, set:
   • Auto-eliminate intercompany
   • Share parties across entities
   • Share catalog across entities
   • Remember last entity switch
3. Save (PATCH /multi-entity/settings) — Options saved.
4. On Entity roles, maintain translatable name, key, sort order, active/default flags. Destroy deactivates (204).

Result

Entity switch and shared-data behaviour follow these policies; roles are available for assignment UIs.

Hard stops

• Module disabled → route gated.
• Missing multi_entity.admin → cannot change options or roles.

Related

• Modules
• Fiscal / e-invoicing
• Consolidation setup (separate module multi_entity_consolidation) when you need FX translation / eliminations close calendar.