How to Manage Entities

Objectives

• Access and manage entities within Lexzur.

• Learn how to create new entities or modify existing ones.

• Activate or deactivate entities as needed.

• Navigate easily between active entities in the Billing Module.

Steps

Entities in Lexzur represent independent business units or branches within a firm, each maintaining its own billing transactions. Every entity has a unique Name, Base Currency, and Details, allowing for separate financial and operational management.

Accessing Entity Settings

• Open the Billing Module from the main navigation menu.

• From the Configuration section, go to the Settings page.

• Under the Entities section, click Setup Entities.

Here, you’ll find a list of all existing entities along with their details such as Base Currency, Menu Color, Status, and available actions.

Creating a New Entity

• Click Add New Entity at the top right of the page.

• Fill in the required details, including the Entity Name, Currency, and other configuration fields.

Editing an Existing Entity

• Click the pencil icon next to the entity you wish to edit.

• The detailed entity page will open.

• You can update fields like: Entity Name, Address, Menu Color, Fiscal Year Starting Month, Tax Number, and other configuration details.

• Click Save once the edits are complete.

Activating or Deactivating Entities

• To activate an entity, click the green checkmark icon.

• To deactivate an entity, click the red icon.

Active entities will appear in the dropdown list at the top right corner of the Billing Module screen, allowing you to quickly switch and navigate between them.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!