What this article covers: How to view and manage your organisation's entity structure in BrizoConsol — navigating the hierarchy tree, adding entities and groups, rearranging structure, and how the hierarchy drives consolidation. For connecting a new entity to an accounting system, see Adding a New Entity.
The Organisation Hierarchy is the structural foundation of BrizoConsol. It defines how your business units, subsidiaries, and groups are organised — and drives how consolidations, eliminations, and group reports are calculated. Entities can be nested directly under other entities (not just under groups) to reflect sub-subsidiary ownership structures. Keeping the hierarchy accurate ensures all reporting and ownership calculations flow correctly across the platform.
1. Accessing the Hierarchy
Go to Global Settings → Organisation Hierarchy from the left navigation. The hierarchy is displayed as a visual tree — your group sits at the top with entities arranged beneath it. Multiple levels are supported, reflecting parent-subsidiary and sub-group structures.
2. Navigating the Tree
The hierarchy tree shows all entities and groups. The entity count is displayed in the top-right of the tree panel — e.g. 3 / 3 entities. Click any node to select it and view its details in the right-hand panel.
Control
What it does
Click a node
Opens the Organisation Details panel on the right — shows Display Name, Currency, Data Source, Parent Group, and Actions
Drag and drop
Rearrange entities and groups within the tree — reflects restructuring or ownership changes without rebuilding from scratch
Collapse / expand arrow
The − icon next to a group or entity collapses its children — click again to expand
Search entities...
Filter the tree by entity name — useful for large group structures
Right-Hand Panel — Organisation Details
Selecting any entity or group opens its details in the right panel. The panel header shows the entity name, its internal ID, and its connection status — e.g. ID: 1 · Connected via consol.
Field
Description
Display Name
The name shown across BrizoConsol reports and dashboards
Currency
The entity's base reporting currency
Data Source
The accounting system or data connection for this entity — e.g. Xero, QuickBooks, MYOB, Zoho Books, CSV, or consol (consolidated source). Shows Not connected if no data source is linked yet.
Parent Group
The group or entity this node reports into — determines its position in the consolidation
Actions
Action
Description
Rename
Change the Display Name of the selected entity or group
Delete
Remove the entity from the hierarchy. The top-level organisation cannot be deleted — a warning is shown: "Top organisation cannot be deleted."
🛈 Note: Any changes made in the hierarchy — including rearranging entities — update your consolidation automatically. Check your consolidated reports after making structural changes to confirm the results are as expected.
3. Entities vs Groups
Organisation (Entity)
Group
Purpose
Represents a real company or business unit
A structural container for organising entities
Can load data
✓ Yes — connects to Xero, QuickBooks, MYOB, Zoho Books, CSV, or consol
✗ No — structural only
Can have subsidiaries
✓ Yes — other entities can be nested directly beneath it
✓ Yes — entities and sub-groups can sit beneath it
Included in consolidation
✓ Yes — financial data rolls up to the parent
✓ Yes — aggregates all entities beneath it
Example use
Operating company, subsidiary, sub-subsidiary
Region (APAC, EMEA), sector (Retail, Property), holding tier
💡 Sub-subsidiaries: An entity can sit directly under another entity in the hierarchy — not just under a group. This reflects real-world sub-subsidiary ownership (e.g. Parent → Sub1 → Sub2). BrizoConsol cascades ownership percentages through the chain automatically for NCI and consolidation calculations.
4. Adding a New Organisation
The + Add Organisation button adds a new entity. It is only active when an entity (not a group) is selected in the tree — the new entity will be placed as a subsidiary under the selected entity. If a group is selected, the button is greyed out.
1
Select the parent entity in the treeClick the entity that will be the direct parent of the new subsidiary. The + Add Organisation button will become active.
2
Click + Add OrganisationA new entity is created in the tree, nested under the selected parent. It will show an UNCONNECTED badge until a data source is connected.
4
Click Save ChangesSaves the entity's name, currency, and position in the hierarchy.
💡 Sub-subsidiary structures: Entities can be nested directly under other entities — not just under groups. For example, if Demo Service Company owns a subsidiary called Test, you would select Demo Service Company in the tree before clicking + Add Organisation. Test will then sit under Demo Service Company in the hierarchy, and BrizoConsol will cascade ownership percentages correctly for NCI and consolidation calculations.
5. Adding a Group
Groups are structural containers — they do not hold financial data but aggregate all entities beneath them. Click + Add Group to create one, then drag it to the correct position in the tree and move entities into it.
1
Click + Add GroupA new group node appears in the tree. Unlike + Add Organisation, this button is always active regardless of what is selected.
2
Name the group and drag it into positionDrag the group to the correct level — for example, as a sub-group under your top-level holding group.
3
Move entities under the groupDrag entities into the group to assign them to it. The group consolidates all entities directly beneath it.
4
Click Save ChangesSaves the new group and its position in the hierarchy.
💡 Groups vs entity nesting: Use Groups to organise entities for reporting purposes — by region, sector, or ownership tier — when the container itself is not a legal entity. Use entity nesting (entity under entity) when a real company directly owns another company and the ownership relationship needs to flow through to NCI and consolidation calculations.
