In RemOnline, you can add one or more legal entities of your company, which is especially convenient for businesses that have several divisions, representative offices, or work with different forms of taxation. Having separate legal entities in the system allows you to flexibly manage financial processes, including:
generate invoices with up-to-date details for each counterparty;
automatically insert the necessary legal data into document templates (invoices, acts, contracts, etc.);
distribute document flow and analytics between different locations or business areas;
maintain order and accuracy in accounting.
This is especially relevant for companies that work with multiple brands or need to issue documents from different legal entities depending on the type of transaction or customer.
Creating a legal entity
To add a legal entity, go to Settings > General > Company information.
1. Click on the + Legal entity button.
2. Fill in all the required fields. Fields marked with a red asterisk next to the name are mandatory.
3. Make sure all fields are filled in correctly and click Create.
After creating a legal entity, the system will prompt you to assign it to one or more locations available in your account. This is important because a legal entity can only be used for invoicing if it is linked to at least one location.
At the same time, remember that each location can only be linked to one legal entity. Therefore, before linking, make sure that you select the appropriate legal entity for each location where it will be used in invoices and documents. This will ensure the correctness of documents and avoid errors in further work.
Below the created legal entities, the documents to which they are linked are displayed.
Editing a legal entity
Once a legal entity has been created, it automatically appears in the general list of all legal entities available in your account. In this list, you can view, edit, or manage the details of each legal entity.
To make changes to the details, simply double-click on the line with the relevant legal entity — an editing form will open. Here you can update the name, details, contact information, or other parameters.
After making all the necessary changes, don't forget to click the Save button so that the updated data is applied in the system and used correctly in financial documents.
To change the legal entity associated with a specific location, go to the list of locations and double-click on the desired location. In the edit window, find the field for selecting a legal entity, open the list of available options, and select the new legal entity you want to assign to this location. Then click the Save button to save your changes.
An alternative method is to go to Settings > Locations, where you can perform the same actions: open the desired location, change the associated legal entity, and confirm the changes. This allows you to quickly update information for further work related to legal entities.
Deleting a legal entity
To delete a legal entity, go to Settings > General > Company information, select the legal entity you want to delete from the list of legal entities, and click on it twice. In the new window, click Delete and confirm the action.
