Help centre · Accounts
How does Consolidate work on Financial Reports?
Open this screen in Saral/accounts/individual-report
With a Company Structure chart, Consolidate is a level picker: each holding company consolidates itself and its subsidiaries, picked from the chart automatically. Without a chart it is a whole-group toggle ('Whole group (consolidated)'). Either way the accounts ticked on Accounts → Settings → GL Exclusions are left out of the totals ('Consolidated — intercompany accounts excluded'), and the entity and company-type filters step aside. The choice survives a refresh.
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