How do you change the row template for the consolidation dashboard?
To change the row template, go to the "Accounting plan" tab and then the "Row template" subtab. You can modify the rows and columns from there, just like in a regular table.
How can I see if it's period or cumulative?
When you are in the income statement of the consolidation dashboard, you can choose whether to display the results for the period or the cumulative results for the fiscal year.
What is the difference between an account group and an account?
The difference is that an account group combines different accounts into a group. An example of an account group is "Net Sales," which consists of accounts 3000-3799. When you choose an account, you will see each account's balance.
How do I add new categories for eliminations?
To add new categories for eliminations, go to the "Settings" tab and then select "Categories." You will find both previously created categories and the option to add new ones.
Can I see which eliminations have been made for each company?
Yes, you can see the eliminations made for each company. You can view this information by selecting the table "Consolidation Elimination Template" or "Consolidation Elimination Template Balance" under Finance → Analyze.
Rolling periods refer to the continuous period that changes over time. It means the period is not fixed but moves continuously within a given interval. A company can use a rolling period, such as 12 months, where each month replaces the oldest month in the report with the latest month. This provides a continuous and up-to-date view of the company's financial performance over time.
Don't hesitate to reach out to the support if you need assistance!