Entities in Sage Intacct

By | May 25, 2021

Entities in Sage Intacct represents divisions, franchises, branches, partnerships, locations, self-balancing funds which are single handedly controlled by an entity using centralized Payables, Receivables and standard chart of accounts. The centralized entity has the term “Top Level” in Sage Intacct.

The entity is used for data separation so the data of one entity cannot be edited or accessed by another entity unless having proper security rights. Each property is represented by a unique entity.

Navigate to Company > Setup tab > Entities to view/handle the entities. To quickly add a new entity, click the + sign next to Entities.

Entity Menu

On the Entity information tab, enter basic information about the entity.
Provide a proper ID and a name to entity that helps users differentiate it from other entities. When a user switch from one entity to entity another provided that user has rights to access multiple entities, the ID and Name in the Entity drop-down at the top of the page (as well as in other places in your business) will be displayed. Make sure to provide proper ID as once saved, it becomes un-editable.

EntityInfo

If you want to access another entity in your organization, you can switch to that entity from the top level entity, without having to log in or out again.

Entitylist

The entities in Sage Intacct allows to setup the hierarchy structure which helps an organization to separate its data based on the locations and also has an ability to share the data with its top level to ease the reporting.

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