Create an Entity

Entities in Fairways Guarantees can represent companies and subsidiaries associated with the account. The initial account is considered as the first entity. You can create extra entities to better manage your account.

 

Navigate to the Organizations Section
  1. Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login.
  2. Select a customer account.
  3. Navigate to Administration > Organizations.

Dashboard_Administration_EN.png 

 

Create an Entity
  1. Click Add Entity.

Administration_OrganizationManagement_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Code

Entity code.

Name

Entity name.

Active

Entity status. Select:

  • Yes to enable the entity.
  • No to keep the entity inactive.

Parent Entity

Parent entity of the entity.

Consolidation %

Consolidation rate.

Branch

Branch name of the entity.

Business Unit

Business unit applied to the entity.

Country

Country where the entity is based.

Consolidation Currency

Most used currency of the entity.

Accounting Entity

 

E-Caution ID

E-caution reference, if relevant.

Note: 2048 characters at most.

  1. Click Add Entity.

Entity_Create_EN.png

The entity has been created.

Entity_Created_EN.png

 

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