How to Handle Transactions Between Group Companies

To handle transactions between group companies, the operational record has to specify both entities. Groups that leave attribution to whoever is typing discover the errors at closing.

Where multi-entity groups struggle

Each company is correct in isolation and the group view is not.

  • The paying entity chosen inconsistently
  • Costs attributed to the wrong company
  • No consolidated view without asking each entity
  • Reconciliation between entities done manually

What the record must specify

FieldWhy
Paying entityDetermines which ERP account the entry reaches
Benefiting entityDetermines who the cost belongs to
Cost centreAllocation within the benefiting entity
ApproverUsually from the benefiting entity

How to set it up in Jestor

  1. Connect each Omie account to Jestor, one per registered company.
  2. Make both the paying and the benefiting entity required fields on the request.
  3. Route approval to the benefiting entity's cost center owner.
  4. Post the entry to the paying entity's ERP account through the native integration.
  5. Build a consolidated view reading across every connected account.

Why Jestor is the best complement to Omie for corporate groups

The connection is native, with no middleware, and several accounts can feed a single panel — so consolidation happens without an export routine.

For products, the platform verifies which company an item belongs to by checking its CNPJ, which removes the most common source of attribution error.

Frequently Asked Questions

Can several Omie accounts be connected?

Yes, one per registered company. See jestor.com.

Who should approve an intercompany cost?

Usually the benefiting entity's cost centre owner.

Is there a consolidated view?

Yes, reading across every connected account.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

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