Organization
Set up companies, branches, departments, cost centers, fiscal years, and currencies — the tenancy and structure every XO module inherits.
Updated January 15, 2026
Organization is the foundation every other module builds on — your companies, branches, structure, fiscal calendar, and currencies. Get it right first and the rest of XO inherits it.
Companies & structure
- Go to XO Core → Org → Companies.
- Add your company/companies (multi-company supported, consolidated in Books).
- Build the tree: branches/sub-branches, departments, and business units.
- Define cost centers and projects/locations as reporting dimensions.
📷 Screenshot: the org tree with branches, departments, and cost centers.
Fiscal & periods
- Set the financial year and periods (monthly/quarterly).
- Use period locking to stop back-dated edits after close.
- Year-end rollover preserves sequence continuity.
Currencies
- Set the base currency (e.g. SAR) and add others.
- Maintain exchange rates (manual or scheduled) for foreign-currency transactions, revaluation, and consolidation.
Numbering
Define auto-numbering schemes per document type (invoices, POs, journals) with prefixes and per-branch sequences.
Best practices
- Model dimensions (cost center/project) instead of duplicating accounts/branches.
- Lock periods as soon as they’re reconciled.
- Decide the base currency before transactions exist.
Troubleshooting
- Can’t post to a period. It’s locked — reopen (admin) if a correction is genuinely needed.
- Wrong document numbers. Review the numbering scheme and per-branch sequences.