What this article covers: A full reference for every field and setting on the Organisation Details page — organisation identity, reporting settings, formatting and standards configuration, and data management options.
Accessing Organisation Details
Go to Organisation Settings → Organisation Details from the left navigation. The settings on this page apply to the currently selected organisation or group — confirm which one is active by checking the name in the top-left corner.
🛈 Note: If you manage multiple entities, you will need to visit Organisation Details for each one individually to confirm its settings are correct. Settings are not shared across entities.
1. Organisation Information
Field
Description
Name
The organisation or group name displayed across BrizoConsol. Click the pencil icon to edit (Administrator only).
Logo
Upload or replace the logo that appears in reports, dashboards, and Insight Packages. Accepts .PNG and .SVG files. Use the remove icon to delete it.
2. Reporting
Field
Description
Reporting Month
The latest reporting month available in dashboards and reports (e.g., Aug-2025). Must be kept current — if this falls behind, recent periods will not appear in reports. Update this each month after your data syncs.
Presentation Currency
The base reporting currency for this organisation. Used across all dashboards, reports, and Pulse views. For group-level consolidation in a different currency, set this at the group level. Standard plans are limited to one currency.
Fiscal Year Start Month
Determines when your fiscal year begins (e.g., January, April, July). All reporting periods follow this setting — an incorrect value will cause periods to appear in the wrong year.
⚠️ Important: Set Presentation Currency and Fiscal Year Start Month correctly before importing data or running your first consolidation. Changing these settings after data has been imported may cause reporting discrepancies.
3. Formatting & Standards
Setting
Description
Terminology
Customise key accounting labels to match your organisation's language — for example, rename "Profit" to "Net Income", or "Revenue" to "Turnover".
BrizoElim Method
Controls how BrizoElim analyses your intercompany balances. Auto-elimination rules: BrizoElim reviews recurring COA relationships and suggests rules for your Auto Eliminations list. Period-specific entries: BrizoElim reviews balances and source documents for a selected period and prepares manual elimination entries. If BrizoElim has not been set up, a Set up BrizoElim link is shown.
COA Suitability
Shows whether your common chart of accounts has sufficient reliable intercompany account pairs for AI-based elimination suggestions. Status: Suitable (shows the number of reliable pairs found), Not suitable, or Not assessed. Use Recheck to re-run the assessment after updating your COA. Use Remove to clear a previous assessment result.
Accounting Standard
Opens the Accounting Standard configuration page where you enable an additional accounting standard (IFRS, US GAAP, UK GAAP, SFRS, or Local GAAP) and classify chart of accounts entries for that standard. See Accounting Standards.
4. Visual & Display Settings
Setting
Description
Template
Choose a default visual template applied to dashboards and reports — controls overall layout and styling.
Chart Colour
Select a colour theme applied consistently across all charts and widgets. Use the same theme across entities for easier visual comparison.
Decimals Format
Adjust the number of decimal places shown in reports for this organisation. For per-report formatting overrides, use Report Settings — see Report Settings.
5. Data Management
⚠️ These actions cannot be undone. Always confirm with your administrator before clearing or deleting data. If you are unsure, contact info@brizosystem.com before proceeding.
🌟 Best practices
- Keep Fiscal Year Start Month and Reporting Month aligned with your accounting system — mismatches are the most common cause of missing periods in reports
- If you manage multiple entities, configure each entity's settings before running your first consolidation
- Use consistent chart colours and templates across entities to make comparison views easier to read