Anchor every request to supplied entity context
Keep entity, branch, project, source document, currency, period, preparer and local reviewer with the original activity.
Workflow blueprint
Multi-entity records that never lose the entity that owns them
An entity-period envelope that preserves local evidence and exposes group-level proposals without pretending consolidation is complete.
Organise multi-entity finance sources without validating legal entities, consolidating books, eliminating intercompany activity, translating FX, determining tax or producing statutory reports.
TL;DR — Organise multi-entity finance sources without validating legal entities, consolidating books, eliminating intercompany activity, translating FX, determining tax or producing statutory reports.
Preserve local authority for shared parties
A common supplier or customer never removes which entity owns the obligation or commercial instruction.
Create two-sided intercompany evidence
Record initiating and receiving entity, purpose, agreement, amount, currency, acknowledgement and any reciprocal mismatch.
Prepare group questions without consolidating
Show accepted local packages and unresolved differences while qualified owners decide treatment, elimination and reporting.
Page-specific decision aid
An entity-period, intercompany-request and group-review envelope
The envelope covers three supplied companies, local source bundles, one shared supplier, one two-sided intercompany request, a reciprocal mismatch, currency question, qualified decision and unresolved group-report item.
- ✓A shared supplier does not merge entity obligations.
- ✓One-sided intercompany evidence cannot close the request.
- ✓A group view is not a consolidation result.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Entity and period stay attached to every source request
- ✓Intercompany activity needs reciprocal acknowledgement
- ✓Group views expose rather than resolve open differences
- ✓Entity validation consolidation FX tax and statutory claims excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow