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 Settings in the sidebar (under More → Settings, or the gear icon).

General settings

Setting	What it controls
Organisation name	The display name used throughout the app and in PDF exports
VAT number	Stored for reference; appears on exported documents
Industry	Used for benchmark comparisons (where available)
Billing contact	The email address for invoices and billing notifications

Consolidation settings (Monitr Premium)

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

To access and configure consolidation settings:

1. Go to Settings in the sidebar.
2. In the "Consolidation" section, click the toggle next to Activate Consolidation to enable it. This option is only available if you have more than one entity enabled.
3. Click Save in the top right corner to apply your changes.

Once activated, the following settings become available:

Setting	What it controls
Entity to 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 to Entity Relation Mapping table.
3. For each intersection in the matrix, click the dropdown to select the relevant intercompany accounts (the specific General Ledger accounts used for intercompany transactions) that should be eliminated between the two entities.
4. To automatically populate suggested relations, click the Pre-fill Relations button.
5. Monitr eliminates transactions between these accounts when calculating consolidated totals.

See Consolidation for more detail on how consolidated reports work.