Managing Legal Entities [v26.3] 

The Legal Entities tab (previously named the Accounts tab) in Administration displays all legal entity accounts.

Note: On Enterprise and Professional accounts, these are imported from the connected ERP.

Administrators use this tab to enable or disable accounts for reconciliation. There is no limit on the number of accounts that can be enabled. Enabled accounts can then be assigned to a reconciliation template in the Reconciliations tab.

To manage legal entity accounts:

1. Navigate to the Administration module.

2. Select the Legal Entities tab.

   The Legal Entities page displays all GL accounts for your organization.

3. Use the following controls to filter accounts:

   Control	Function
   Search	Searches legal entities by account number, name, or keywords.
   All	Displays all legal entity accounts regardless of status.
   Enabled	Displays only accounts that are enabled for reconciliation.
   Disabled	Displays only accounts that are not enabled for reconciliation.
   Mapped	Displays only accounts that are already assigned to a reconciliation template.

4. Review account information in the table:

   Column	Description
   Legal Entity	The name of the legal entity. The functional currency is displayed as a badge next to the name (for example, USD).
   Account #	The unique Legal Entity account number.
   Account Name	The name or description of the Legal Entity account.
   Enable/Disable	Toggle to enable or disable the account for reconciliation. The toggle reflects the account status: Toggle on, no lock — Enabled. The account is available for selection when creating a reconciliation template. Toggle on + lock icon — Enabled and mapped. The account is already assigned to a reconciliation template. Cannot be disabled until removed from the template. Toggle off — Disabled. The account is not active for reconciliation and does not appear in the reconciliation template setup.

Note: The Support Source column is no longer shown on this tab. Support source configuration is managed in the Reconciliations tab.

Enable or Disable an Account

To enable or disable a GL account:

1. Locate the account in the list.

2. Click the Enable/Disable toggle on the account row.

Note: Only enabled accounts appear in the Legal Entity account selector when creating or editing a reconciliation template.