Entities & Accounts

Organize financial data with entities and accounts
Entities and accounts allow you to group financial data, control access, and set up approval chains—giving you flexibility and security across your organization.

In Atlar, entities and accounts can be used to:

Group data – Organize accounts, transactions, payments, and forecasted transactions for filtering and aggregation (e.g., in views).
Restrict access – Limit user access to specific entities for security and compliance.
Configure approvals – Set up different payment approval chains based on entity.

Atlar creates entities automatically using data fetched from banks, but you can also create entities manually before banking data is connected.
Whether an entity is system-generated or created manually, the structure is fully configurable and can be updated anytime.

Once an entity exists in the dashboard, you can link accounts to it for complete control.

Create or configure an entity

➕ Create a new entity

Navigate to Settings → Accounts & Entities.
Click Create new → Create new Entity (top-right corner).
Fill in the entity information:
- Legal name – Enter the entity’s legal name.
- Parent entity (optional) – Link the new entity to a parent entity for hierarchical organization.
- Address and National Identifiers – Required for certain payment types.

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It is recommended to provide both to ensure smooth payment initiation.

Click Create to save.

⚙️ Configure an existing entity

Navigate to Settings → Accounts & Entities.
Under Entities, click the three-dot menu next to the entity.
Select Edit Entity and update details as needed.

🔗 Link an account to an entity

Navigate to Settings → Accounts & Entities → Accounts.
Click Edit (top-right corner).
For each account, select the correct entity from the dropdown menu.
Click Save to apply changes.

Best practices

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Tips for managing entities and accounts

Use parent entities to mirror your organizational structure.
This provides a clear visual hierarchy in Atlar, even if it has no functional impact beyond organization.

Changes to entities or account mappings apply to new and existing payments that have not yet been sent to the bank.

Keep entity details—such as legal names and national identifiers—up to date to avoid payment delays.