Quick Consols

Setup Part 1 - Basic building blocks 12

• Step 1: Welcome video and navigation
• Step 2: Checking your settings
• Step 3: Your company organogram and building out your group
• Step 4: Setting up each company's settings
• Step 5: Defining your rollup structures (editing, adding, deleting, renaming, reordering)

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Setup Part 2 - Consolidation entries 5

• Step 1: Linking your intercompany accounts
• Step 2: Creating Auto Elimination Journals
• Step 3: Running your auto elimination journals
• Step 4: Processing manual journals
• Step 5: Reporting with journals & linked Intercompany accounts

Setup Part 3 - Cashflow statement 4

• Cashflow setup - Rollup structure
• Cashflow statement - Mapping
• Adding cash balances and building your cashflow recon
• Finding non-cash GLs in "Cash Generated from Operations"

Business Unit Setup 1

• Business Unit Setup

Operational Metrics 1

• Setting up Operational Metrics

Data Extract and Auditing 8

• Extracting Trial Balances
• Extracting Exchange Rates
• Extracting Rollup Structures
• Extracting Journals
• Extracting Mapping

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Collaboration in Quick Consols 2

• Using Comments
• Using Discussions

Advanced Features 8

• Retained Earnings Takeon
• Retained Earnings Adjustments
• Manage Holdings
• Key Numbers
• Additional Rollup Structures

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User management 1

• Menu user restrictions/Managing users