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RELEASE NOTES IDEAS:
We now support consolidated financial statements or aggregated entity reporting. This feature allows you to easily report on consolidated and unconsolidated entities, and switch between separate consolidation groups. This feature is particularly important if you have multiple entities using different ERPs. You can create one entity to import consolidation entries against that offset intercompany transactions within groups.
You can create groups within Financial Statements to analyse consolidated results.
A group is a grouping of a parent entity to a child dimension entity. Ability to group a front end dimension into a parent dimension. E.g. create sub grouping off Region dimension.
It is similar to how you group accounts into a category, such as Revenue.
The groups you create will also be visible in Analytics.
Keyboard shorcut?
Click the Settings button > Consolidated groups Groups in the top right corner.
Enter a name for the group type (NAME TO BE CONFIRMED - MATTHEW).
Enter the name of each group in the typeSelect the grouping. This is the dimension you want to create groups from, for example, Branch. Column display in the grid for groups in that dimension, if any.
Click New Grouping… A new column displays with a default name.
Change the default name to something more meaningful, for example, Branch Manager.
Select a row, then type the name of the new entity into the new group column and press Enter. You can select multiple rows and assign them to the same entity. For example, select four branches and add Karen as the branch manager.
Repeat the above step to assign the other rows to an entity.
Specify the dimension the groups are based on.
Specify which group each entity in the dimension belongs to.
Click OK.
