Overview
The dissolution process in ORCA is handled in two stages. First, you update the entity's status by recording a specific liquidation date. Second, you use the structure filters to "blend out" the liquidated company from your visual charts. This approach ensures that while the company is hidden from daily views, it remains available for historical reporting and audit trails.
Guide
Step 1: How to Record a Liquidation
To transition a company from active to liquidated, you must update its core details.
1. Open the Detail View Navigate to your entity list and select the company you wish to dissolve to open its full profile.
2. Access the Details Section Locate the section labeled Details and click on Add Liquidation.
3. Fill in the Details Select the official date of dissolution from the calendar picker and save your changes. The entity is now officially categorized as liquidated within the system.
Step 2: How to Blend Out Liquidated Entities
Once a company is marked as liquidated, you can control its visibility within your structure charts.
1. Click on "More" In the top navigation or filter bar of the structure view, click the More button to reveal advanced display options.
2. Select "Liquidation Status" Locate the Liquidation Status filter within the dropdown menu.
3. Choose Your View Select the status you wish to display. To hide dissolved companies, ensure only Active is selected. You can also toggle to view Liquidated only or Both if you need to review the full historical structure.
