This functionality requires that the Business Unit extension is activated.
View and report financial analysis for selected business units with this functionality.
Business units in Boardeaser can be either subsidiaries in a group or a selected area in accounting. Subsidiaries added to a group structure (see Groups) automatically constitute business units. To divide accounting data into business areas, they need to be defined first, and a prerequisite for this is that there are Projects, Profit Centers, or other divisions in the uploaded accounting data (SIE4 files).
Define business units
- Go to Financials > Data Management > Business Units
- Click on "New business unit"
- Name the business unit and select one or more divisions (Projects, Profit Centers, etc.) from the accounting
- Click on "Save"
- The business units have now been created and you can see, for example, profit reports for only the selected business area