How do I configure my Consolidation Group?

Last updated: February 9, 2026

To begin configuring your Consolidation Group:

  1. Create a new group in the Group Drop-down

  2. Name your group

  3. Select your group currency

  4. Select the companies that you want to include in your group. Be sure to click the Add Company button!

  5. Click the Map Accounts button to begin mapping!