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Guides for multi-entity finance teams

Practical answers on paying, approving and buying across every entity.

Checking and paying bills

Matching bills to what was ordered, paying them in one run, and the checks that matter when each entity keeps its own books.

Three-way match: how it works and when to use it

What three-way matching is, how it compares with two-way and four-way match, how to set tolerances, and how groups run it across entities. 4 min read · Updated 14 November 2026 Read the guide

Batch payments across multiple Xero entities

How batch payments work in Xero, why each entity needs its own run, the checks to make before you pay, and how to run one payment run for the whole group. 4 min read · Updated 14 November 2026 Read the guide

Approvals and purchasing

Approval policies, purchase orders and who can sign off on what across the group.

Purchase requisition vs purchase order: what’s the difference?

A purchase requisition asks to buy. A purchase order commits to buy. See the differences, how one leads to the other, and how groups run both across entities. 3 min read · Updated 14 November 2026 Read the guide

Delegation of authority matrix for groups, with a template

What a delegation of authority matrix is, what goes in it, a template for a multi-entity group, and how to keep approval limits consistent across entities. 3 min read · Updated 14 November 2026 Read the guide

Give your finance team more room for the decisions that matter.