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Suggested answer

Enable control accounts for new legal entity

Posted on by 242

Hi, 

I am creating a new legal entity to be used for consolidation only. We will only upload the trial balance at the end of the month. Is there a way to enable control accounts for this new legal entity only.

I am not sure if there is a way to override this option.

Thanks,

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  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 18,463 Super User on at
    RE: Enable control accounts for new legal entity

    You can create a report with Two legal entity and use sum option to consolidate that two LE, accumulated view will be created.

  • RE: Enable control accounts for new legal entity

    Sure, what are the steps to bring the data in the accumulated view. The data is in excel so far.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 18,463 Super User on at
    RE: Enable control accounts for new legal entity

    Exactly that I am saying,

    You can create MR and add all the legal entity for trial balance and that would be visible in a accumulated view as a total trial balance.

  • RE: Enable control accounts for new legal entity

    Yes, for this acquired new legal entity, we will not have the transactions. We only have the trial balance.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 18,463 Super User on at
    RE: Enable control accounts for new legal entity

    But while using MR also you can drill down to transactions level.

  • RE: Enable control accounts for new legal entity

    Hi, 

    I believe Finance Management would like to have the data in the system, and use MR for reporting as you mentioned.

    Thanks.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 18,463 Super User on at
    RE: Enable control accounts for new legal entity

    Hi,

    Wondering why do you need to run consolidation only for trial balance? 

    Isn't MR an option to cater this requirement?

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