Quick Consols

Landing page 1

• Welcome and navigation

Settings 1

• Settings

Organogram 1

• Organogram

System Locks 4

• Trial balance locks
• Journal locks
• Mapping locks
• Operational metric locks

Manage rollups/labels 3

• Edit/maintain rollups
• Label sets
• Fixed forex rollups

Manage exchange rates 3

• Manage exchange rates
• Exchange rate integration with xe.com
• Updating historical exchange rates from xe.com

Manage report subtotals 5

• Manage Report Subtotals (basic)
• Manage Report Subtotals (intermediate)
• Manage Report Subtotals (advanced)
• Maintain report subtotals
• Subtotals and label sets

Operational metrics 6

• Manage group operational metrics
• Assign company metrics
• Capture metrics by company
• Manage operational metric ratio
• Reporting with operational metrics

View all 6

Business units 2

• Manage group business units
• Assign company business units

Manage intercompany accounts 3

• Creating intercompany links
• Creating eliminations from intercompany links
• Running your intercompany eliminations

Manage key numbers 1

• Setting up and maintaining key numbers

Additional functions 4

• Account functions
• Cashflow recon
• Cashflow auto recon config
• Company reordering (reports)

Integrations 7

• Enable integrations (Xero/QuickBooks/Sage One)
• Disable integrations (Xero/QuickBooks/Sage One)
• Connecting to Xero
• Disconnecting from Xero
• Connecting to QuickBooks

View all 7

Analytics 4

• Setting up a new Analytics dashboard
• Getting data into your Analytics dashboards
• Adding elements into your dashboard
• Complete Analytics User Guide