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Documentation Index

Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt

Use this file to discover all available pages before exploring further.

An Organization is the top-level container for Midaz operations. Create it before creating Ledgers, Assets, Accounts, or Transactions.

Before you start


Confirm the business boundary this Organization should represent. In most setups, it maps to the company, business unit, or regulated entity that owns one or more Ledgers.
If you are setting up Midaz for the first time, follow Setup path before creating downstream entities.

Create the Organization


1
Go to the Organizations page and click the New Organization button.
2
The New Organization page will open.
3
Fill in the required details about the Organization.
  • Optional: To include metadata, expand the Metadata section. This will reveal fields for Key and Value.
    • To add additional metadata entries, click the plus (+) sign next to the first row.
For more information about the fields in the form, refer to the Field guide section.
4
Once all details are entered, click Create Organization to finalize.
5
Your new Organization will now appear on the Organizations page, ready to be managed and configured!

Field guide


FieldWhat to enterExample
Legal NameOfficial registered name. Use a name operators will recognize later.Lerian Payments Brazil
Trade NameCommercial or customer-facing name.Lerian
DocumentOfficial tax ID or registration number. Use numbers only.12345678000190
AddressStreet name, number, and main address line.Avenida Paulista, 1234
ComplementExtra address details, such as suite, floor, or apartment.CJ 123
CountryCountry where the Organization is registered.Brazil
StateState, province, or region.São Paulo
CityCity where the Organization is registered.São Paulo
ZIP CodePostal code. Use numbers only.04696040

Metadata

Optional key-value data used for internal classification, integration references, or reporting.
FieldWhat to enterExample
KeyThe metadata field name.costCenter
ValueThe value for that metadata field.BR_11101997

What to do next


After creating the Organization, create its first Ledger in Creating a new Ledger.