PSA Consolidation Manager - Accounts: How to Define Account Code Levels in Consolidation Manager

How to Define Account Code Levels in Consolidation Manager

On a Dio site, the Chart of Accounts is often controlled at the Consolidation level only.  To create and edit Entities, Departments, Categories, and Accounts you must define Account Code Levels.

  1. Go to the Consolidation Manager tab.
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  2. Click  Setup. For detail information on adding the following details, click here.

    Add or Edit Entities
    To add or Edit Entities, click on Entities in the Setup section of Consolidation Manager.

    Define Account Code Levels
    To add departments, categories, new account code levels, or to edit any of the existing ones, click on Levels in the Setup section of Consolidation Manager.

 

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