From your GATHER.nexus dashboard, locate the Multi-Entity & Display section. Simply click on the Group tile to access your Groups Section.

(The Group tile is highlighted in red above.)

Click the Add Group button to open the group creation form.

(The Add Group form allows you to configure your consolidation settings and select companies.)

Complete the following required fields:

Group Name Enter a descriptive name for your group (e.g., "UK Entities", "North America Group").

Currency Select your group reporting currency from the dropdown. This is the currency your working papers and consolidated reports will be presented in (USD, GBP, EUR, etc.). You may choose to change the Presentation Currency in your Reports - however the underlying Working Papers remain in the group reporting currency.

Financial Year Period Choose your fiscal year for the group (e.g., Jan-Dec, Apr-Mar) to ensure proper reporting alignment.

Select Group Companies In the Companies section, you'll see all your connected entities. Simply tick the checkbox next to each company you want to include in this group.

Important: You can include both Xero and QuickBooks companies in the same group for true cross-platform consolidation.

So, Now simply hit the Add button to add your group.

Your newly created group will appear in the Groups list, showing:

(Your groups list shows all configured consolidation structures with their key settings.)

You can transfer ownership for each individual Group later. This is useful for Fractional CFOs or outsourced accounting teams. If you wish to transfer the Group Ownership - please review the article How to Transfer the Ownership of a Group.

Your multi-entity structure is now ready for powerful consolidated reporting and financial management!