How to move and group financials across entities using cascade from parent

How to cascade financial category names and account groupings from the parent to subsidiaries in a consolidated organization.

Table of Contents

To copy the names of financial categories and groupings of financial accounts from one entity to another within a consolidated organization, start by setting the names and groups you want at consolidated level.

See more about setting these up in How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)

Then transfer these settings to each individual entity.

See also these articles:

How to add consolidation adjustments 

How to consolidate intercompany accounts in ScaleXP 

How to eliminate intercompany accounts;  How to add or remove accounts to be eliminated