Copy a Consolidation Group

To create a new consolidation group, you can copy another group's data and modify it, instead of creating new data from scratch.

To copy a consolidation group:

  1. In the Navigation pane, select Settings > General Ledger > Consolidated Reporting.
  2. On the Consolidated Reporting form, select the group you want to copy from the Find reporting group field.
  3. On the Actions bar, select Other Actions > Copy.
  4. Use the Group field in the General section to give the new consolidation group a name.
  5. Modify data in the form sections as necessary.
  6. On the Actions bar, click Save.