Edit

Create consolidation groups and additional consolidation accounts

  • Article

This procedure shows how to create a consolidation account group and then add accounts to the group. This procedure uses the demo data company USMF.

Create a consolidation account group

  1. Go to General ledger > Chart of accounts > Accounts > Consolidation account groups.
  2. Click New.
  3. In the Consolidation account group field, enter a unique identifier for the consolidation account group.
  4. In the Name field, type a value.

Add accounts to consolidation account group

  1. Go to General ledger > Chart of accounts > Accounts > Additional consolidation accounts.
  2. Click New.
  3. In the Main account field, in the list, select the main account that you want to map.
  4. In the Consolidation account group field, in the list, click the consolidation account group.
  5. In the Consolidation account field, type a value.
  6. In the Consolidation account name field, type a value.