Use the General tab to create a reporting group and identify the companies that belong to it.
Contents
Header Information
| Field | Description |
|---|
| Group
|
Enter a code name, up to ten alphanumeric characters, for the consolidation group.
|
| Name
|
Enter a descriptive name for the consolidation group.
|
| Currency
|
If you use multiple currencies, select the reporting currency for this consolidation group. This drop-down list includes all currencies enabled for use by your enterprise.
|
| Gains and Losses Account
|
If you use multiple currencies, specify the account to use for gains and losses due to rate translations when a company in the consolidation group has a functional currency that is different from the reporting currency selected in the
Currency field. Enter an account number in this field or select an account on the Account lookup.
|
Companies Grid
| Field | Description |
|---|
| Companies drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to insert a company on the grid.
|
 Delete
|
Select a company and click this option to remove the company from the grid.
|
| Company
|
Select the company subcode of the company that you want to add to the consolidation group.
|
| Name
|
This field displays the descriptive name for the company.
|
