Use this article to understand how Yarken supports entity-based visibility and multi-currency reporting for complex organizations.
Built for complex organizations
Multi-Entity and Multi-Currency support helps Yarken serve organizations that operate across regions, legal entities, business units, and reporting currencies.
These capabilities give teams more control over visibility, ownership, planning, reporting, and financial interpretation.
Instead of forcing all users into a single organizational or currency view, Yarken lets teams analyze spend in the structure that matches how the business operates.
What you can do
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Manage spend, cloud, planning, and reporting data by entity.
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Assign users access to specific entities.
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Filter dashboards, reports, analytics, and Cost Explorer by entity.
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Use entities in allocation conditions and Designer mappings.
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Associate budget and forecast records with entities.
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Configure exchange rates by month and year.
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Maintain separate rates for actuals and planning.
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Store original foreign currency values for traceability.
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Report in a preferred currency where enabled.
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Support global reporting across spend, cloud, budgets, forecasts, analytics, and dashboards.
Multi-Entity
Entities help organizations segment data by structures such as region, business unit, legal entity, or operating group.
Entity access controls what users can see. Admins can access all entities. Non-admin users must be assigned to one or more entities, so they only see the spend, cloud, planning, and reporting data they are responsible for.
Entities can also be used in allocation conditions, Designer mappings, and cost distribution logic. This helps teams maintain ownership and accountability across more complex organizational structures.
Multi-Currency
Multi-Currency support helps teams work with spend and planning data across different currencies.
Yarken supports actual exchange rates for spend uploads, cloud uploads, reporting, and dashboards. It also supports planning exchange rates for budgets and forecasts.
Foreign currency values can be stored for traceability, while converted values support reporting and analysis. Users can report in a preferred currency when that currency is enabled for reporting.
This helps global teams analyze financial data consistently without losing visibility into the original source currency.
Actual and planning exchange rates
Actual exchange rates are used for transactional data such as spend and cloud uploads.
Planning exchange rates are used for budgets and forecasts. They are maintained separately so planning assumptions can be controlled independently from actual currency conversion.
Once a budget is submitted, planning exchange rates are locked to preserve budget integrity even if rates change later.
How teams use it
Finance teams use Multi-Entity to control reporting visibility and align spend ownership to the way the organization is structured.
Planning teams use entities to create budgets and forecasts at the right organizational level.
Global teams use Multi-Currency to review actuals, budgets, forecasts, and cloud spend in the currencies they need for reporting and decision making.
Together, these capabilities make Yarken stronger for enterprise environments where spend, accountability, and reporting cannot be managed from a single flat view.
What makes it different
Multi-Entity and Multi-Currency are connected across the platform.
They are not isolated settings. They affect reporting, analytics, planning, Cost Explorer, cloud, budgets, forecasts, Ask Yarken, and user access.
This means teams can manage global technology finance with better control over who sees what, how spend is converted, and how financial results are interpreted.
When to use Multi-Entity and Multi-Currency
Use Multi-Entity when data visibility, ownership, or planning needs to be separated by region, business unit, legal entity, or operating structure.
Use Multi-Currency when spend, cloud costs, budgets, or forecasts include values in more than one currency.
Use both when global reporting requires controlled access, accurate conversion, and consistent financial analysis across organizational boundaries.
For detailed step by step instructions on configuring entities, assigning entity access, managing currencies, setting exchange rates, and reporting in different currencies, refer to the relevant user guides.
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