Organisation Settings

Organisation settings control the top-level metadata and behaviour of your Monitr organisation. These settings apply to all entities within the organisation.

Accessing settings

Go to Organisation Settings, or access it in the sidebar (under More → Settings, or the gear icon).

General settings

Setting	What it controls
Company Name	The display name used throughout the app and in PDF exports

note

VAT number, Industry, and Billing contact are managed separately (in Billing, not in Organisation Settings).

Consolidation settings (Monitr Premium)

If your organisation is on Monitr Premium, consolidation settings control how entity data is combined in organisation-level reports.

Note: You must have the Organisation administrator role (or equivalent permission) to modify these settings.

To access and configure consolidation settings:

1. Go to Organisation Settings in the sidebar.
2. In the "Consolidation" section, click the Activate Consolidation toggle to enable it. This option is only available if you have more than one entity enabled and are on the Monitr Premium tier.
3. Once activated, you can select a Consolidation display currency from the dropdown menu. This currency will be used for all consolidated reports and transaction views.
4. Click Save in the top right corner to apply your changes. Unsaved changes are indicated by an Unsaved changes label next to the save button.

Once activated, the following settings become available:

Setting	What it controls
Entity relation mapping	This matrix allows you to map relations between entities. Mapping these relations ensures that intercompany transactions are correctly ignored during consolidation, preventing double-counting.

Setting up intercompany eliminations

Intercompany eliminations prevent double-counting when one entity invoices another. For example, if Entity A (parent) bills Entity B (subsidiary) for management fees:

• Entity A shows revenue
• Entity B shows a cost
• In consolidated reports, both should be eliminated

To configure intercompany eliminations:

1. Activate consolidation as described above.
2. In the "Consolidation" section, locate the Entity relation mapping table. The matrix displays Counterparty entities along the rows and entities In the books of along the columns.
3. For each intersection in the matrix, select the relevant relations from the dropdown menu.
4. To automatically populate suggested relations based on VAT numbers, click the Match by VAT number button.
5. If a counterparty already links back to an entity in one direction, Monitr highlights the cell with a blue accent and provides a tooltip indicating that the reverse direction is likely needed.
6. Click Save in the top right corner to apply your changes.

See Consolidation for more detail on how consolidated reports work.