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Create a New Consolidation Dossier

Step 1: Open the Consolidation Module​

Navigate to:

Consolidation → Consolidations

Then click Add New.

Step 2: Select the Entities​

In the window that appears, select the companies (entities) you want to include in the consolidation.

  • Select the desired entities.

  • Use the Filter this list field to search by all or part of the entity name.

Step 3: Enter a Name for the Consolidation Dossier​

At the top of the window, enter a name in the Consolidation Dossier Name field.

Tip

For easy identification, include the word "Consolidation" in the dossier name.

Step 4: Create the Consolidation Dossier​

Click Create Consolidation Dossier.

Step 5: Dossier Created​

The consolidation dossier is created and is ready for further configuration and use.

During the creation process, the dossier is configured automatically. This includes:

  • Creating the dossier.

  • Linking users.

  • Setting up the database.

  • Configuring permissions.

  • Linking calculation settings.

  • Creating the company.

Step 6: Open the New Dossier​

Once the process is complete, the consolidation dossier is ready to use.

Click Go to the New Dossier to start working with it immediately.