---
title: Getting Started with Multi-Entity Management
description: Learn how to use the Multi-Entity Management feature in Precoro to manage multiple legal entities under one company.
---
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# Getting Started with Multi-Entity Management
## Learn how to use Precoro’s Multi-Entity Management feature to manage multiple legal entities, control access, and organize users, suppliers, and taxes all in one place.
#### TABLE OF CONTENTS
- [How the Multi-Entity Management Feature Works](https://help.precoro.com/multi-entity-management#how-it-works)
- [What You Need to Set Up Multi-Entity Management](https://help.precoro.com/multi-entity-management#prepare)
- [Setting Up Multi-Entity Management](https://help.precoro.com/multi-entity-management#set-up)
- [Managing Access by Legal Entity](https://help.precoro.com/multi-entity-management#access)
- [User Access](https://help.precoro.com/multi-entity-management#user)
- [Supplier Access](https://help.precoro.com/multi-entity-management#supplier)
- [Contract Access](https://help.precoro.com/multi-entity-management#contract-access)
- [Custom Fields for Items and Documents](https://help.precoro.com/multi-entity-management#custom-fields)
- [Taxes](https://help.precoro.com/multi-entity-management#taxes)
- [Reports by Legal Entity](https://help.precoro.com/multi-entity-management#reports)
- [Including Legal Entities in Budgets](https://help.precoro.com/multi-entity-management#budgets)
- [Multi-Entity Management for Integrations](https://help.precoro.com/multi-entity-management#api)
- [FAQ](https://help.precoro.com/multi-entity-management#faq)
### How the Multi-Entity Management Feature Works
The Multi-Entity Management feature is designed for organizations that operate across multiple entities but share common data.
Instead of setting up multiple companies, you can manage everything under a **single company** and organize data by **Legal Entities (LEs)**.
For example, if your organization has entities in different countries but uses the same or similar **Departments, GL Accounts, and supplier list**, there’s no need to create separate companies.
With Multi-Entity Management, you can centralize your data, simplify maintenance, and apply changes instantly across all entities.
### What You Need to Set Up Multi-Entity Management
To ensure a smooth setup, collect the following information in advance:
1. **Integrations**: Check if your company uses any integrations.
2. **Legal Entities**: Create a list of all entities you plan to configure.
3. **User Access**: Decide which users should have access to each Legal Entity.
4. **Suppliers**: Prepare your supplier list and specify which suppliers should be available for which Legal Entities.
5. **Departments and GL Accounts**: Review your Departments and GL Accounts to see if they are the same across all entities or different.
💡 **Please note**: Multi-Entity Management works with API, NetSuite, and BILL integrations. It also works with such integrations via connectors: Microsoft Dynamics 365 Business Central, Sage Intacct, and SFTP Connector.
For the overview of available integrations and their articles, see the table [here](https://help.precoro.com/multi-entity-management#api).
### Setting Up Multi-Entity Management
#### For New Accounts
1. Create a company in Precoro.
2. Contact your Customer Success Manager to activate the Legal Entity feature.
3. Go to **Configurations \> Legal Entities**, create the Legal Entities you need, and fill in the required details for each one.
Learn more about creating a Legal Entity in [this article](https://help.precoro.com/how-to-create-a-legal-entity-and-use-it?hsLang=en).
#### Moving from Multi-Company Setup
If you currently use multiple companies in Precoro, you can consolidate them into one:
1. Decide whether to **create a new company** (recommended) or use one of your existing companies as the main one.
**Please note**: creating a new company is required if you use integrations. NetSuite integration with multi-entity management also supports multiple subsidiaries; learn more [here](https://help.precoro.com/how-to-set-up-netsuite-suiteapp-integration#update).
2. In the chosen company, go to **Configurations \> Legal Entities**, create the Legal Entities you need, and fill in the required details for each one.
3. Contact your Customer Success Manager to activate the Legal Entity feature.
4. Configure your data and user access by Legal Entity.
5. When setup is complete, deactivate users in the old companies.
### Managing Access by Legal Entity
Legal Entities can be used in Warehouse Requests, Purchase Requisitions, Requests for Proposal, Purchase Orders, Invoices, Expenses, and Supplier Contracts. In Receipts, the Legal Entity is pulled automatically from the Purchase Order.
**💡 Please note**: Inventory documents (Stock Transfers and Inventory Consumption) are not supported yet. Support will be added in the future.
##### **Here’s how to configure access for different types of data:**
To check access without opening each item, look at the **Suppliers**, **Company Locations**, and **Taxes** lists: they show the legal entities under each item’s name.
[.jpg?width=670&height=217&name=suppliers-le%20(1).jpg)](https://help.precoro.com/hubfs/suppliers-le%20(1).jpg?hsLang=en)
#### User Access
You can manage user access to Legal Entities in **Configurations \> User Management**.
1. Open a user card by clicking the **edit (pen) icon**.
2. Go to the **Legal Entities** tab.
3. Assign a **Main Legal Entity** to the user (it will be auto-filled in documents).
4. If a user has **Access to All**, any new Legal Entities will be added automatically.
5. Make sure user access aligns with location access to prevent mismatches.
6. Click **Update** to save the changes.
#### Supplier Access
You can configure supplier access to Legal Entities in **Supplier Management:**
1. Edit the supplier card by clicking the pen button and go to the **Legal Entities** tab.
2. Assign the Legal Entities the supplier should be available for.
3. Suppliers will only appear in documents for the assigned Legal Entities.
If a supplier should have access to all Legal Entities, new Legal Entities will be added automatically.
[](https://help.precoro.com/hubfs/supplier.png?hsLang=en)
#### Contract Access
If **Legal Entities** are used in your account, you can select the Legal Entity the contract belongs to.
[](https://help.precoro.com/hubfs/contract-le-currency.png?hsLang=en)
You can also select a currency for the contract from the currencies available for the selected supplier with **Multi-Entity Management.**
When you link a contract to a document, Precoro shows only contracts that meet all of these conditions:
- The contract is for the same legal entity as the document.
- The contract is with the document’s supplier.
- The contract currency is either the document currency or the legal entity’s currency.
To help you correctly set up contract management access for each legal entity, Precoro can also restrict who can create, view, and get notified about a contract based on legal entity access.
Learn more [here](https://help.precoro.com/how-to-manage-suppliers-contract#contract-managers).
#### Custom Fields for Items and Documents
Each custom field option can be linked to one or more Legal Entities. Integrated options also support dependencies on Legal Entities.
To set up dependencies between custom fields and Legal Entities:
1. Go to **Configuration** and select **Custom Fields for Items** or **Custom Fields for Documents**, depending on which options you want to configure.
2. Create a new custom field or click **Edit** on an existing one.
3. In the **Options** section, click **Edit**.
4. Click the **Add** button next to **Dependencies**.
5. Check the **Legal Entity** box and select the Legal Entity you want the option to depend on.
6. Click **Save**.
Learn more about setting up dependencies in [this article](https://help.precoro.com/how-to-set-up-dependencies-for-custom-fields?hsLang=en).
#### Taxes
1. Go to **Configuration \> Taxes**.
2. Click **Add Tax** or edit an existing tax.
3. In the sidebar, find the **Legal Entity** field.
4. Select one or more Legal Entities to which this tax should apply. If no Legal Entity is selected, the tax will apply to all Legal Entities.
5. Click **Save**.
Each Legal Entity can have its own tax list. Taxes are filtered automatically in documents depending on the chosen Legal Entity.
[.jpg?width=670&height=204&name=taxes-LE-list%20(1).jpg)](https://help.precoro.com/hubfs/taxes-LE-list%20(1).jpg?hsLang=en)
On the **Taxes** page, the **Name / Legal Entity** column shows which legal entities each tax applies to. You see the first entity plus **+X** when there are more, or **All Legal Entities** when the tax applies to all of them.
To see the taxes of one legal entity, use the **Legal Entity** filter.
[](https://help.precoro.com/hubfs/taxes-le-overview.jpg?hsLang=en)
### Reports by Legal Entity
You can run reports for all Legal Entities or for a specific entity that interests you.
Predefined reports for Purchase Orders, Invoices, Credit Notes, Expenses, and Purchase Requisitions include a Legal Entity filter. The Legal Entity is also shown as a column in the reports.
Here’s how it works:
- Users can only see data for the Legal Entities they are allowed to access.
- Related information, like suppliers, budgets, and locations, is linked to Legal Entities to keep data accurate.
The Legal Entity column will stay visible in reports even if you turn off the “**Set Up Access by Legal Entity**” setting later, so your reports remain consistent. If the setting is off, reports work as they did before, without any Legal Entity filters.
[](https://help.precoro.com/hubfs/Reports-2.png?hsLang=en)
In custom reports, you can add the following LE-currency fields:
1. In General Data:
- **Totals in LE Currency**
- **Legal Entity Currency**
2. In Item Data:
- **Totals in LE Currency**
Preconfigured budget reports also show which entities use each budget. In the Budget Usage and Budget vs. Actual reports, the **Legal Entities Using this Budget** column shows all LEs included in the corresponding budget.
### Including Legal Entities in Budgets
**Creating or importing a budget**
When creating a new budget, you'll see the Legal Entity option enabled by default on the **Select what to include in your budget** step. This allows you to select which legal entities will have access to any budget line.
You can also select the **Currency** when creating the budget. Only legal entities whose currency matches the budget currency can be added to budget lines.
When filling out budget lines, please select legal entities first to ensure only the available options of other fields are suggested.
[](https://help.precoro.com/hubfs/legal-entity-in-budget.jpg?hsLang=en)
When importing a budget via a template, you can list several LEs for any line separated by a semicolon (;) or enter All to grant universal access.
**Editing a budget**
You can edit legal entities in the budget later, even after including documents in this budget. When you save the budget, Precoro will check whether the selected location and custom field options are available for the LE and notify you if you need to make corrections.
**Selecting budgets in documents**
When legal entities are included in budgets, you'll also need to select them in documents before assigning a budget. Precoro shows only budget lines assigned to the same legal entity as the document.
**LEs in budget reports**
You'll see Legal Entity as a new column and filter in the following budget reports:
- Budget Usage
- The Legal Entity column shows all LEs added to this budget. It's available on the report generation page.
- Budget vs. Actual Report
- The Legal Entity column shows all LEs added to this budget. It's available on the report generation page.
- In the exported document, the Legal Entity column will contain all LEs added to a corresponding budget line.
### Multi-Entity Management for Integrations
Multi-Entity Management works with the integrations listed below. Follow the link for each integration to see more information.
| **Integration** | **How It Works with Legal Entities** | **Dedicated article** |
| --- | --- | --- |
| API | You filter API requests and responses by Legal Entity. | [Link](https://help.precoro.com/external-integrations-with-api#multi-entities) |
| NetSuite | Each NetSuite subsidiary you integrate is mapped to the Legal Entity by Name. | [Link](https://help.precoro.com/how-to-set-up-netsuite-suiteapp-integration?hsLang=en) |
| Microsoft Dynamics 365 Business Central | Legal Entities link to their matching Business Central companies. Precoro uses these links to send and receive data. | [Link](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#multiple-business-central-companies) |
| Bill.com | Manage several BILL companies from one Precoro company by connecting each of them to its own legal entity. | [Link](https://help.precoro.com/getting-started-with-bill-integration#multi-entity) |
| SFTP Connector | Invoices and purchase orders are transferred to your SFTP server as a separate file for every Legal Entity, based on the Legal Entity in the document. | [Link](https://help.precoro.com/working-with-the-sftp-connector#multi-entity-set-up) |
### **FAQ**
**Will I be able to filter dashboards by Legal Entity?**
Not yet, but this option is planned for future updates.
**Can approval workflows be different for each Legal Entity?**
Currently, approval workflows are the same across all Legal Entities.
**Can each Legal Entity have its own Currency?**
Yes. With Multi-Entity Management enabled, you can select a Currency for each Legal Entity when creating it.
- [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content)
- [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations)
- [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management)
- [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms)
- [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management)
- [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items)
- [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow)
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- [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests)
- [Requests for Proposals](https://help.precoro.com/how-to-use-precoro?hsLang=en#requests-for-proposals)
- [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions)
- [Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders)
- [Service Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#service-orders)
- [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts)
- [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices)
- [Expenses](https://help.precoro.com/how-to-use-precoro?hsLang=en#expenses)
- [Budgeting](https://help.precoro.com/how-to-use-precoro?hsLang=en#budgeting)
- [Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory)
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- [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation)
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- [Integrations via Connectors](https://help.precoro.com/precoro-integrations?hsLang=en#integrations-via-connectors)
- [Bill.com Integration](https://help.precoro.com/precoro-integrations?hsLang=en#bill-com-integration)
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