WORKFLOW

Multi-Entity AP Automation

One AP team, many entities - consistent controls across all of them.

Centralised processing

All invoices processed through one workflow, regardless of which entity they belong to.

Entity-level accuracy

Coding, validation, and approvals respect each entity's specific accounts and rules.

One dashboard

Visibility across every entity without switching between files or logins.

How it works

01

Invoices captured centrally

All entities feed into one intake workflow - no separate queues or inboxes to manage.

02

Entity automatically assigned

Each invoice is routed to the correct entity based on supplier and context.

03

Entity-specific rules applied

Coding, approval thresholds, and sync targets are applied per entity.

Built for real multi-entity complexity

Group structures with shared suppliers across entities
Centralised AP teams supporting multiple businesses
Entities with different approval thresholds and roles
Separate Xero/MYOB files with shared processing logic
Adding new entities without rebuilding workflows
Preventing mis-posting invoices to the wrong entity

Where entity-specific approval diverges from single-entity setup

A construction group running three entities - an operating company, a plant and equipment trust, and a property holding company - doesn't have the same AP requirements across all three. The operating company processes subcontractor invoices averaging AU$45,000 with project-level cost centre coding and multi-step approval chains involving site managers and the CFO. The trust processes equipment lease invoices monthly at fixed amounts with single-step approval. The holding company processes management fees quarterly with director-level sign-off required on everything.

Applying a single approval workflow across all three creates problems in both directions - it's either too restrictive for the holding company's routine quarterly invoices or too permissive for the operating company's high-value subcontractor payments. Multi-entity workflows allow each entity to have its own approval rules while processing through a single intake and coded consistently by one AP team.

Intercompany invoices and coding accuracy

Intercompany invoices - charges between related entities - are where multi-entity AP most commonly creates ledger errors. A management fee charged from the holding company to the operating company needs to be coded correctly in both entities: as income in the holding company and as an expense in the operating company, with GST handled consistently on both sides. When these invoices are processed manually by an AP officer switching between two Xero files, the coding diverges, the intercompany elimination doesn't reconcile, and month-end becomes an exercise in tracking down where the mismatch started.

Centralised processing with per-entity coding rules handles the entity assignment automatically - the same supplier, the same invoice type, the correct entity, every time. The AP officer processes it once. Both sides of the intercompany transaction are coded correctly without the need to maintain parallel processes.

Preventing mis-posting as groups grow

The most common multi-entity AP failure isn't a complex coding error - it's an invoice posted to the wrong entity entirely. A subcontractor invoice for site works at the Ballarat project gets posted to the Sydney entity's Xero file because the AP officer had the wrong file open. At month-end, the Ballarat project's cost report is understated, the Sydney entity's is overstated, and unwinding it requires a credit note in one file and a manual entry in the other. For groups adding entities regularly - through acquisition, joint ventures, or new project structures - entity mis-posting risk scales with complexity unless the system routes invoices to the correct entity automatically rather than relying on the AP officer to select it manually.

Frequently asked questions

No. Each entity keeps its own accounting file. Pulsify manages workflows centrally while keeping each entity's data separate.

Yes. Approval logic can be shared or customised per entity - different thresholds, different approvers, different escalation paths.

Yes. New entities are added without disrupting existing workflows. The same processing logic applies immediately.

Ready to start?

See Multi-Entity AP Automation in action