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Consolidation configuration

Data Connections for Consolidation

This screen is used to set up a connection to the source database. Follow these steps:

  1. Click System, then click Organisation.

  2. Click Consolidation, then click Data Connections.

  3. Click New, fill in the detail fields available, finally, click Save.

Consolidation Companies

This screen is used to enter details of the consolidated companies. Follow these steps:

  1. Click System, then click Organisation.

  2. Click Consolidation, then click Company Record.

This feature includes control over what Nominal Category is used in the source database and set which Nominal Accounts are imported.

Import nominal accounts

This screen is used to import Nominal Accounts from the Consolidated companies. Follow these steps:

  1. Click System, then click Organisation.

  2. Click Consolidation, then click Import Nominal Codes.

  3. Click New, fill in the detail fields available, finally, click Save.

Run Consolidation

This screen is used to import values from the Consolidated companies. Follow these steps:

  1. Click System, then click Organisation.

  2. Click Consolidation, then click Run Consolidation.

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