Entities can be renamed. Archiving is possible for entities that are no longer actively used.
1. Renaming Go to Settings then Multi-Entity. Click Edit entity name. Update and save.
⚠️ Warning: Renaming changes the display name only -- it does not update the legal business name used for compliance. |
2. Archiving Ensure the entity has a zero balance. Go to Settings then Multi-Entity and click Archive entity.
💡 Tip: Archived entities remain visible in a read-only state for audit purposes. |
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