Working with Financial Entities

This topic describes searching, creating, and updating financial entities.

Complete the following steps to search financial entities:

1. L og in to the ONE system.

2. Click Menus/Favs > Financials > Search Financial Entity. In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The Search Financial Entity screen appears.
   
   

   

   
   
   

3. Click the Filters (edit) link to filter financial entities.

4. Select the Enterprise using the picker tool.

5. Enter the name of the entity in the Name field.

6. Select the Show Inactivated checkbox to view the inactivated entities in the search result.

7. Click the Search link.
   The search results screen appears.

8. Click the Export to CSV button to export the search results in the CSV file.

9. Click the Download button to download the search data in the CSV file. A user can edit the CSV file.

10. Click the Upload button to upload the updated CSV file.
    
    
    

Complete the following steps to create a new financial entity:

1. Click Menus/Favs > Financials > Search Financial Entities.

2. Click the New Entity button to create a new financial entity.
   The New Entity screen opens.
   
   

   

   
   
   

3. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.
   
   

   Field	Description
   * Enterprise	Use the picker to select the enterprise.
   * Name	Enter a name for the financial entity.
   * Description	Enter a description.
   * Currency	Select a country currency code from the dropdown list.
   Linked Orgs	Use the picker tool to select any linked organizations.
   Active?	Check the box to make the entity active/inactive.

4. Click the Create button.
   A green success message displays.
   
   
   

Complete the following steps to update a single financial entity:

1. Click Menus/Favs > Financials > Search Financial Entities.
   The Search Financial Entities screen opens.

2. Check the box for an entity, and click the Update button.
   The entity's details screen opens.
   
   

   

   
   
   

3. Update the * Description, * Currency, Linked Orgs, and Active? fields as described in the instructions above.

4. Click the Update button.
   A green success message displays.
   
   
   

Complete the following steps to update more than one financial entity:

1. Click Menus/Favs > Financials > Search Financial Entities.
   The Search Financial Entities screen opens.

2. Click the box for more than one financial entity, and click the Update button.
   The checked entities display with editable fields noted by a pencil icon.
   
   

   

   
   
   
   

3. Click the Description field, and enter or edit a description.

4. Click the Currency field, and select a country currency code from the dropdown list.

5. Click the Active? field, and check/uncheck the box.
   The field will show Yes or No.

6. Click the Submit button.
   A green success message displays, and the updated entities display with all of the entities.