Context: Moving an organisation to a different destination.
You can move an organisation under a different parent, into a hierarchy, or out of a hierarchy to stand on its own.
Before you start:
- The Move option isn’t available by default. To use it, contact support to switch it on for you. Support switches it off again after 72 hours.
- Only Organisation Admins can move organisations, and only if they have access to more than one organisation.
Warning: You can’t move organisations while contributions are in progress within the affected hierarchies. Complete those contributions before moving the organisation, or wait until after the move to start new ones.
On the My organisations page, find the organisation you want to move.
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Select the three-dot menu, and then select Move.
A dialog box opens showing your organisations.
Scroll to find where you want to move the organisation.
To see the organisations below one, select it. To go back, use the breadcrumb at the top.
Select the destination and then select Move.
If a Move warning appears, review it, and then select Confirm move. For information, see Warnings.
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Review and accept the terms and conditions, and then select Confirm move.
The portal shows a confirmation notification and moves the organisation, and any branches and subsidiaries below it, to the selected destination.
Note: You can’t undo a move. If you move an organisation to the wrong place, move it again to the correct place using the same steps.
Why can’t I select some organisations?
When you choose where to move an organisation, some organisations appear greyed out. Hover over the greyed-out organisation to see why.
Sample image of a greyed-out organisation
You can’t move an organisation:
to its current location
under a branch
an inactive organisation
under an organisation where you’re not an Organisation Admin
if the move would make the hierarchy more than 6 levels deep. This counts the destination’s position in the hierarchy, plus the organisation you’re moving and every organisation below it.
Organisations with the same ABNYou can’t move an organisation into a hierarchy where another organisation already has the same ABN, unless you move it directly under the organisation with the same ABN. It then becomes a branch. You can’t move it under that organisation’s subsidiaries, or anywhere else in the hierarchy.
Branches can’t have organisations below them. If the organisation you’re moving has its own branches or subsidiaries, you can’t move it under an organisation with the same ABN. First move its branches and subsidiaries somewhere else, and then move the organisation.
Warnings
Sometimes a move warning appears when you move an organisation. It doesn’t stop the move. It tells you what might change and what you might need to update afterwards.
Sample image of a move warning
If the message says… |
What it means |
What to do |
|---|---|---|
| This organisation will be classified as a branch, and the Location ID will therefore be required. | The organisation you’re moving has the same ABN as its new parent, so it becomes a branch. | After the move, add a Location ID in Settings → Organisation details. |
| Payment and refund details will be inherited from the topmost level | The new parent pays contributions for the whole hierarchy. | No action needed. |
| Payment and refund details will need to be reconfigured. | The organisation now pays its own contributions. | After the move, set up payment and refund details in Settings → Contribution settings. |
| There will be duplicate Location IDs within the hierarchy. You will need to update these Location IDs to unique values. | Another branch in the hierarchy already uses the same Location ID. | After the move, change the Location ID to a unique value in Settings → Organisation details. |
| This organisation will be classified as a branch, and the branch code will therefore be required. | The organisation you’re moving has the same ABN as its new parent, so it becomes a branch and needs a branch code for Single Touch Payroll (STP) reporting. | After the move, add a Branch code in Settings → Organisation details. |
| There will be duplicate branch codes within the hierarchy. You will need to update these branch code to unique values. | Another branch in the hierarchy already uses the same branch code. | After the move, change the Branch code to a unique value in Settings -> Organisation details. |