After creating the group structure, you must upload the accounting from the parent company and its subsidiaries and then import it into the group.
Ensure you have the correct organisation number on all companies in Boardeaser and the accounting files. If you haven't already, see this guide. You can also upload the accounting files separately for each individual subsidiary. See this guide on how to do that.
There is support for the following file formats: SIE4, SAF-T, and Excel templates exported from Boardeaser.
Uploading the files to all companies via Group Financials -> Group Consolidation is possible.
Go to Legal Accounting -> Accounting data and click the "Upload accounting files" button.
A pop-up will appear. Uploading all files for the parent company and the subsidiaries is possible.
If the correct accounting files are uploaded, their status will be displayed as "Ready for upload". Otherwise, error messages will be displayed. If this is the case, cancel the upload, correct the legal accounting in your business system, and import a new accounting file.
It is possible to select many files at the same time. Check that the accounting files are in the correct company. You can select the correct company in the dropdown menu next to each file if you need to change it.
Then click on "Upload accounting files".
When the accounting files have been uploaded correctly, you will see an information box with information and the "New group accounts" button. You can also see the remaining tools in the group consolidation. To continue, you must create a new consolidated financial statement. Section 1.3 shows you how to create consolidated accounts.
If the group's layout is correct, a consolidated financial statement can be created. The latest accounting files should be uploaded before the consolidated accounts are created. This makes it easier for the system, and many steps are done automatically.