Data Consolidation

Note: The Data Consolidation Client module must be installed in order to use the Data Consolidation module.

With Administrative User Rights

The Data Consolidation module combines balance data for multiple organizations into one consolidated organization.

File>

• New Consolidated Organization

The Data Consolidation Client module allows you to generate a "client" consolidation file that will be merged into a consolidated organization.

File>

• Create Client Consolidate File

For Accounting

The Data Consolidation module allows organizations with multiple independent offices to maintain separate accounting systems, consolidating select data for reporting needs.

Activities>

• Data Consolidation>Consolidate Organizations and Remove Organization

Reports>

• Lists>Consolidate Organizations and Consolidate Organizations History

Note: There are limited menus available while running the Data Consolidation Client module.