Consolidate

For a consolidated project, you merge the trial balances of the financial projects you link to the consolidation project into a single trial balance. Once you have run the consolidation, you can use the consolidated project to run all reporting activities, such as working out the extended trial balance and reporting. This works in the same way as for a non-consolidated financial project.

To consolidate:

  1. Go to: Financial / Reporting / Reporting cockpit.
  2. Select a project.
  3. Click on the action: Consolidation.

    Merge the figures from two or more financial projects at the balance level. This creates a single consolidated project. In the new consolidated project, you can then work out the extended trial balance and/or generate reporting.

Directly to

  1. Reporting process with consolidation
  2. Add a financial project
  3. Consolidation project
  4. Consolidate
  5. Work out an extended trial balance
  6. Maintain preceding journal entries
  7. Reporting overview