What this article covers: Everything to check and configure after your first organisation is created in BrizoConsol — before running your first consolidation or report.

Once your organisation is connected to an accounting system (or created manually), work through the steps below to make sure everything is correctly configured. This typically takes 15–30 minutes.

1. Verify Organisation Details

Go to Organisation Settings → Organisation Details and confirm the following for your organisation:

Field What to check
Organisation Name Correct legal name or internal name as it should appear in reports
Reporting Currency Must match the base currency used in your accounting system
Fiscal Year Start Month Must match your financial year — all reporting periods follow this setting
Reporting Month Confirms the latest period available for dashboards and reports

See Organisation Detail for a full description of every field.

2. Review Imported Data

If you connected to Xero, QuickBooks, MYOB, or Zoho Books, BrizoConsol automatically imports the following:

  • Chart of Accounts
  • Last 2 years of Trial Balances
  • Invoices and Bills
  • Opening balances

Go to Organisation Settings → Data Loading to confirm everything synced correctly before proceeding.

⚠️ If data looks incomplete: Try triggering a manual sync from the Data Loading page. If issues persist, check your accounting system connection is still authorised.

3. Add Additional Entities (if applicable)

If your group has more than one entity, add them now so they are included in your first consolidation.

1
Go to Global Settings → Organisation HierarchyReview your current structure and add new organisations as needed.
2
Ensure all entities are under the same GroupOnly entities within the same group are consolidated together. You can mix Xero, QuickBooks, MYOB, Zoho Books, and manual entities freely.

For a full walkthrough, see Adding a New Entity.

4. Set Up User Roles & Permissions

Go to Organisation Settings → User Deployment to invite team members and assign their roles.

  • Invite team members by email — they will receive an invitation to join your BrizoConsol account
  • Assign appropriate roles to control what each user can view and edit
💡 Tip: Never share your own login credentials. Use User Deployment to give teammates their own access — this ensures actions are tracked correctly and access can be managed individually.

5. Configure Reporting Preferences

Still in Organisation Settings → Organisation Details, review the following display settings for your group:

  • Reporting currency — confirm it is set correctly at the group level (this is the currency all consolidated reports will display in)
  • Template and chart colours — choose a visual style for dashboards and reports
  • Terminology — customise key accounting labels if needed (e.g. rename "Profit" to "Net Income")
  • Accounting Standards — enable the standards your organisation uses (Local GAAP, IFRS, US GAAP, UK GAAP) if you plan to tag journal entries by standard

6. Enter Manual Adjustments (optional)

If you have adjustments that sit outside your accounting system — such as fair-value uplifts, intercompany eliminations, or reclassifications — you can enter these now.

7. Confirm Everything Is Ready

Before opening your first report or running eliminations, run through this final checklist:

☑All entities are connected and positioned in the hierarchy
☑Data imports are complete and verified in Data Loading
☑Organisation Details confirmed — currency, fiscal year, reporting month
☑Team members invited and roles assigned
☑Reporting preferences and accounting standards configured
🌟 You're ready. Open Reports → Profit & Loss to view your first consolidated report — or follow the Onboarding Guide for a full step-by-step walkthrough of your first week.