Group Management
Consolidated results for a group of companies.
Overview
A group is a parent company and its subsidiaries. Group Management adds up the companies you belong to, by group account, from posted figures: an overview, a consolidated profit and loss, a balance sheet and the eliminations. Inter-company entries are removed when both companies are in the group. Each company is translated into the parent’s currency at one closing rate, so the balance sheet balances; no translation reserve is calculated. Accounts that are not mapped appear as an “Unmapped” line, and companies you do not belong to are counted as hidden. You can export to CSV.
When to use group management
- You report for a group.
Step by step
In the Accounting module open Reporting in the green navigation bar, then choose Group Management under Dimension & Group.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Consolidated view of the companies of your group”
- The screen says: “A group is a parent company with one or more subsidiaries. Open a company in Administration → Companies and choose its parent company under “Group & Inter-company”.”
- Actions on the screen: Export CSV.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.group.read
- accounting.group.update