ACUMATICA

Acumatica Multi-Company Setup: Complete Guide

February 5, 2024 • 18 min read

Introduction

Acumatica's multi-company functionality allows organizations to manage multiple subsidiaries, divisions, or legal entities within a single ERP instance. This guide covers the complete setup process and configuration options.

Multi-company setup enables centralized management while maintaining separate financials for each entity.

Company Structure

Understanding the company hierarchy in Acumatica:

  • Tenant - The top-level container for all companies
  • Company - A separate legal entity with its own chart of accounts
  • Branch - Operating locations within a company
  • Warehouse - Inventory locations

Configuration Steps

Enable Multi-Company

// Enable through Tenant Management
// 1. Go to System Management > Enable Features
// 2. Select "Multiple Companies" checkbox
// 3. Configure intercompany settings

Create New Company

// In Companies screen (SM203060)
// 1. Company Name: "ACME West Corp"
// 2. Company ID: "ACMEWEST"
// 3. Base Currency: USD
// 4. Calendar: Standard
// 5. Time Zone: Pacific Time
// 6. Copy Chart of Accounts from: ACME (Parent)

Configure Company Details

// Company Preferences (SM203500)
// - Tax Agency settings
// - Accounting settings
// - Numbering sequences
// - User defaults

Intercompany Transactions

Set up intercompany transactions to automate entries between companies.

Enable Intercompany

// Enable in System > Enable Features
// - Inter-Company Transactions
// - Consolidated Reporting

Configure Intercompany Relations

// In Intercompany Settings (TX102000)
// 1. Define source company: ACME (Parent)
// 2. Define target company: ACMEWEST
// 3. Set up intercompany account mappings:
//    - AP Account mapping
//    - AR Account mapping
//    - Inventory transfer accounts

Process Intercompany Transactions

// Intercompany Purchase Order
// 1. Create PO in ACMEWEST for items from ACME
// 2. System auto-generates:
//    - AP Invoice in ACMEWEST
//    - AR Invoice in ACME

Consolidated Reporting

Generate consolidated financial reports across all companies.

Consolidated Financial Reports

// Generate Consolidated Balance Sheet
// 1. Go to Financial Reporting > Balance Sheet
// 2. Select "Consolidated" report type
// 3. Choose consolidation method:
//    - Full Consolidation
//    - Proportional Consolidation
// 4. Include/Exclude companies

Automated Consolidation

// Schedule automated consolidation
// 1. Create consolidation template
// 2. Set up automated process
// 3. Configure elimination entries
// 4. Schedule nightly run

Best Practices

  • Plan your structure - Design company hierarchy before implementation
  • Standardize charts of accounts - Use consistent account structures
  • Document intercompany agreements - Define transfer pricing policies
  • Implement proper security - Control access to sensitive company data
  • Test intercompany transactions - Verify elimination entries
  • Regular reconciliation - Balance intercompany accounts monthly
  • Use consolidated reporting - Monitor performance across entities

Summary

Acumatica's multi-company functionality provides powerful capabilities for managing complex organizational structures. Proper configuration enables efficient intercompany transactions and comprehensive consolidated reporting.

For more Acumatica guides, check out Acumatica Financial Modules Guide and Acumatica Inventory Management.