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" sub-tab. You can modify the rows and columns from there, just like in a regular table.
How can I see if it's a period or cumulative?
In the consolidation dashboard's income statement, you can choose whether to display period results or 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 elimination categories?
To add new elimination categories, go to the "Settings" tab, 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 continuous periods that change over time. They are not fixed but move continuously within a given interval. A company can use a rolling period, such as 12 months, in which each month replaces the oldest month in the report with the latest. This provides a continuous and up-to-date view of the company's financial performance.