Consolidated Financial Statements

Hello, to consolidate financial statement for companies  and /or branches that reside in the same tenant, we have several options.

1. Don’t prompt for a company; Acumatica will print combines report for all companies
2. Build a Unit Set containing hierarchy of companies and branches. When unit set is connected to any financial report, user can select to print for any level from individual branch, up to entire enterprise.
3. Depending on how many companies, you may elect to filter columns in Column Set by branch or company, showing companies or branches side by side, by column.
4. If needed, Row Set can show inter-company due to/due from accounts on one line, or totaled to show net debit/credit, eliminations, resolve to $0 when all companies are combined.

Laura

Hi @meganfriesen37 & @Laura02 ,

Thank you so much…

Regards,

Yashodha

Hello,

I have a client with more than 100 branches. We have correct financial statements for each branch with  “Due to” and “Due From” accounts correctly reflecting the correct information. How do you eliminate these accounts for the consolidated report?