Add new parent location

You can create a hierarchy of locations to reflect how locations are organized within your company. The hierarchy is established by defining parent and child relationships between locations.

Subscription

Company

Regional availability

All regions

User type Business, Employee, Approval
Permissions List, View, Add, and Edit locations

For locations that are part of a hierarchy of locations but are not companies with more than one entity that have multiple base currencies, you can change the parent location as long as there are no transactions in the child location. After transactions have been recorded in the child location, the Parent field is no longer editable.

Create a new parent location

When you add a new parent, you create a new location. If the location already exists, all that’s needed is to assign any child to the location.

Intacct can support up to 31,999 each of departments, entities, and locations. This limit applies to each dimension individually.

  • Deleting and recreating these items still counts toward their individual limits.

  • Exceeding this limit could cause unexpected issues.

  1. Go to Reports > Setup > Dimensions > Locations and select Add (circle).
  2. Enter an ID and Name for the location.
  3. Enter the location VAT Reg No.
  4. Set the Entity as the Parent.
    All Locations must have a parent. If this is going to be the parent location, the Entity acts as the parent for this location.
  5. Select or create Contacts that specify name, address, and other details for the location.
    If you have an Avalara AvaTax integration for computing tax, the Ship to contact is mandatory.
  6. Optionally, include a Location title for reporting and the Start and End dates of operation.
  7. Save your location.

Add child locations

If the child location already exists:

  1. Go to Reports > Setup > Dimensions > Locations.
  2. Find the location to make a child and select Edit.
  3. Select the parent location from the Parent dropdown.
  4. Save your changes.

If the child location does not exist:

  • Create the child location (described in Create), setting the correct Location as the Parent.

To change a parent location:

  1. Go to Reports > Setup > Dimensions > Locations.
  2. Find the location to change and select Edit.
  3. In the Location section, select the Parent location from the Parent dropdown list.
  4. Select Save.
For companies with more than 1 entity that also use multiple base currencies, you can't change the parent location. If you need to assign a different parent location, delete the location and recreate it with the new Parent.