The Manage Entities guide explains how to view and, if necessary, modify your company’s legal entity structure in ChathamDirect. The structure can be updated individually or in bulk through a downloadable Excel template file.  

View and edit existing legal entities

 From the welcome page, navigate to your name in the top right corner under My Company > Administration:

ChathamDirect displays the entity structure with the parent entity at the top, shown in the red box below. The red arrow shows where to click to expand details for an entity:

To edit an existing entity, either scroll through the page or search for the entity by name in the search bar: 

Once you find the entity to edit, click the pencil icon. 

Next, you can change any of the fields associated with the particular entity. These fields include the internal name, functional currency, default valuation currency, whether to apply hedge accounting or not and any User Defined Fields (UDFs) already established. Click Save to complete editing:

Create a new legal entity

From the welcome page, navigate to your name in the top right corner under My Company > Administration: 

To add a new entity, click the + Add New Entity button: 

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Next, fill out each of the fields on the field settings page: 

If you have already set up Entity Level User Defined Fields (UDFs), you can enter values in the User Defined Fields section. If you do not have Entity Level UDFs yet, these will not appear. Click Submit to save your changes.

Download and upload legal entities

To download the complete list of your legal entities, click the green Excel icon: 

The export includes all of the fields shown on the web, including any applicable UDFs. ChathamDirect clients also have the ability to upload multiple entities on this page by downloading the entity template (as described in step 1), appending new entities, saving the file, and then uploading it by clicking the upload icon shown below: 

Loading all of your entities is usually covered during the implementation process. If you need to add a large number of entities which requires you to upload the Excel file, we recommend contacting ChathamDirect Support for assistance.