Ownership Canvas
Map ownership and other relationships between entities in a workspace.
The Ownership canvas shows the businesses, owners, and relationships in a workspace. Use it to map the structure before creating a consolidation group.
Before you start
Ownership is available for clients on Advanced or Enterprise. On other plans, Ownership doesn't appear in the navigation. If the client is on Advanced or Enterprise and you still don't see it, contact Kick support.
The workspace needs at least two entities before you can map relationships.
Open Ownership
Open Workflows → Ownership.
Review the entity nodes and relationship lines on the canvas.
If the workspace has fewer than two entities, Kick shows Ownership structure needs at least two entities. Click Add entity to create another entity before mapping relationships.
Use the toolbar
Use search and the filters above the canvas to narrow what you see:
Search by entity name.
Select All relationships, Equity, Debt, or Transaction.
Select All entity types to show all entities, Businesses, or Owners.
The toolbar also includes:
Consolidate, shown before the workspace has a consolidation group
Add entity
Navigate and arrange the canvas
Click and drag the canvas background to move around it. Use Zoom in, Zoom out, or Fit view to change the visible area.
Drag an entity node to place it where you want. Kick saves the layout for everyone in the workspace.
After a node has been moved, click Restore automatic layout next to the zoom controls, then confirm Restore layout to return the canvas to its generated arrangement.
Restore automatic layout updates the arrangement for everyone in the workspace. It does not change entity relationships.
Add a relationship
Select an entity, then click Add relationship in the command bar. You can also drag a connection handle from one entity node to another.
Select a relationship type.
Select the two parties.
Add a Label or Notes when needed. Equity also supports Ownership type, and Debt supports Payment.
Click Create.
Kick supports three relationship types:
Equity. Select the Parent and Child. New Equity relationships are fixed at 100%.
Debt. Select the Lender and Borrower.
Transaction. Select the Payer and Payee.
Existing Rent, Cash sweep, Management fee, Shared expenses, and Other relationships appear as Transaction.
Review and update the structure
Select an item on the canvas to review its details:
Select an entity to open Details, Owners, Subsidiaries, and Relationships.
Select a relationship line to review its properties, then use Edit or Delete in the command bar.
Select a line labeled N relationships to review bundled Transaction relationships between the same entities.
Select the consolidation group pill to review its details, ledger basis, and reporting links.
To change the ownership structure of an active consolidation group, unconsolidate the group first. Relationship metadata can still be edited.
Next step
After the parent and subsidiary relationships are mapped, create the consolidation group.
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