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The functions of business units in Loctax

Learn what business units do in Loctax and how to assign an entity to one.

Written by Yuliya Chakhovich

Business units group your entities by the businesses you run, such as product lines or joint ventures. You can use them to filter reports, tasks and dashboards, to group the organization chart, and to give people access to all the entities in a unit.

Assign an entity to a business unit

  1. Open the entity and open Master and financial data. Under Other data, Business unit shows the unit the entity belongs to today.

  2. Select the pencil next to Other data and open Business unit. The list shows the units your organization already uses.

  3. If the unit you need isn't there yet, type its name and select Create. The new unit is then available for every entity.

  4. Save.

You can also set the business unit when you create an entity.

See the result in the chart

  • Open the organization chart and use Sort to show a band per business unit.

  • To show one unit only, select Filter, add a filter on Business unit, choose the unit and apply.

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