The Organisation is the entity record for a single business (one row per tenant), holding its core registration, financial, address and compliance details. It is used for business-management, tax-reporting and financial-tracking alerts, such as checking the organisation type, sales-tax (GST/VAT) registration status, financial year end and period lock dates.
The AI will only look back at 12 months' worth of data.
Key Properties:
OrganisationName: The trading name of the organisation/entity. Use this as the organisation's name.
OrganisationLegalName: Intended to be the registered legal name, but the source does not populate it, so it is almost always empty. Do not branch on it — use OrganisationName instead.
PlatformName: The source accounting platform, e.g. Xero, MYOB, QuickBooks or FreeAgent.
TaxNumber: The country-dependent tax identifier (ABN in Australia, VAT registration number in the UK, EIN/Tax ID in the US). Empty means not registered. Distinct from RegistrationNumber.
RegistrationNumber: The company registration number (e.g. ACN in Australia, Companies House number in the UK). Distinct from TaxNumber.
PaysTax: True when the organisation is registered for sales tax (GST in AU/NZ, VAT in the UK). This is registration status only — not whether tax is currently owed.
SalesTaxBasis: The sales/GST tax basis as reported by the platform, as an uppercase platform-specific token (Xero: CASH, ACCRUAL, ACCRUALS, PAYMENTS, INVOICE, NONE, FLATRATECASH, FLATRATEACCRUAL; QuickBooks: CASH, ACCRUAL, NONE). Compare case-insensitively; do not assume only Accrual or Cash.
BaseCurrency: The ISO base currency code of the organisation, e.g. AUD, NZD, GBP.
FinancialYearEndDay & FinancialYearEndMonth: The day-of-month (1–31) and month (1–12) of the financial year end. For example, day 30 and month 6 is a 30 June (Australian) year end.
LineOfBusiness: The free-text industry / line of business of the organisation.
OrganisationType: The legal entity type, as an uppercase platform-specific token. Xero values include COMPANY, SOLETRADER, PARTNERSHIP, TRUST, CHARITY, INDIVIDUAL, LOOKTHROUGHCOMPANY, NOTFORPROFIT, SCORPORATION and others. A company/corporation is COMPANY (or LOOKTHROUGHCOMPANY). Compare case-insensitively.
Address, City, State, PostCode, CountryCode, TimeZone: The complete address information — street, city/suburb, state/province, postal code, ISO country code (e.g. AU, NZ, GB) and time zone.
PeriodLockDateSetOn, PeriodLockDateCurrent, PeriodLockDatePrior: The period lock dates. Transactions dated on or before PeriodLockDateCurrent are locked from editing; PeriodLockDateSetOn is when the lock was last set and PeriodLockDatePrior is the previous value. NULL means no period lock is set.
EndOfYearLockDateSetOn, EndOfYearLockDateCurrent, EndOfYearLockDatePrior: The end-of-year lock dates applied at year-end close, with the same set-on / current / prior pattern as the period lock dates. NULL means no end-of-year lock is set.
CisContractorEnabled, CisSubContractorEnabled: UK Construction Industry Scheme (CIS) flags. CisContractorEnabled is true when the organisation is registered as a CIS contractor (pays subcontractors under deduction); CisSubContractorEnabled is true when it is registered as a CIS subcontractor (receives payments under deduction; relevant to domestic reverse-charge VAT). UK only.
ClientStartDate: When the client/organisation was created in their source accounting platform (UTC). Use for tenure against the source platform.
XBertStartDate: When XBert first ingested this organisation (UTC). Use for XBert subscription tenure.
📝 Example Alerts
Alert me if the current period lock date is older than 18 months.
Alert me when the organisation type is set to Company.
Alert me when the organisation is not registered for sales tax (GST/VAT).
Alert me when key organisation details (tax number, address, financial year end, lock dates) are missing or out of date.