Entities allow you to structure financial data across legal, regional, or operational boundaries within a single Yarken instance.
Create a new entity
Procedure
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Navigate to Settings → Entities.
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Click + ADD NEW.
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Enter the required details:
Required fields
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Entity Code - A unique identifier for the entity.
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Entity Name - The display name of the entity shown in dashboards, reports, and filters.
Optional fields
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Description - Additional context about the entity’s purpose or scope.
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Region - The geographical region associated with the entity.
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Country - The country linked to the entity.
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Owner - The responsible individual or function for the entity.
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Click SAVE.
The new entity is now available for spend uploads, budgets, forecasts, cloud publishing, reporting, and filtering.
Edit an existing entity
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Go to Settings → Entities.
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Locate the entity in the list.
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Click the Edit (pencil) icon next to the entity.
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Update the required fields as needed:
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Entity Name
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Description
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Region
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Country
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Owner
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Click SAVE.
Notes:
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The Default entity cannot be deleted, but its name and attributes can be updated.
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Avoid changing the Entity Code after reporting has started, as it may impact integrations or downstream reporting references.
Delete an entity
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Go to Settings → Entities.
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Locate the entity in the list.
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Click the Delete (trash) icon.
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Confirm the deletion when prompted.
Before deleting
Ensure that:
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No spend records reference the entity.
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No budgets or forecasts are assigned to the entity.
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No users are assigned to the entity.
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No upload rules depend on the entity.
If dependent records exist, reassign them to another entity before deleting.
Restrictions
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The Default entity cannot be deleted.
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Deleting an entity removes it from filters, reporting, and access control immediately.
Next step
Assign entity access (Admin-only)
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