In Calxa Premier you can consolidate multiple organisations to display their combined Profit and Loss, Balance Sheet and Cashflow Forecast reports.
Create Common Account Structure for Consolidation
If you're consolidating multiple organisations that are either from different accounting systems or don't have the same chart of account structure, then you may wish to consider using an Account Tree to define the way all the accounts merge in the consolidation. See Create Common Account Structure for Consolidation for details.
Account Trees for Elimination Entries
This step is also optional, but if you require eliminating certain inter-company accounts from your consolidation then this is done using an Account Tree. See Account Trees for Elimination Entries for details.
Multi-Currency or Partial Ownership
For the purpose of consolidating partially owned entities or those with different currencies please see Multi-Currency or Partial Ownership Consolidation
Create Organisation Groups
An organisation group is more then just a selection of organisations. An Organisation Group saves the Organisations as well as the Budget versions and Account Tree settings that will be used in the consolidated reports criteria. So if you need to report with different budget version or Account Trees it may make sense to create more then one Organisation Group for the same group of companies.
See this help article for how to Create an Organisation Group.
Run a Multiple Organisation Consolidated Report
- First Select the report template you'd like to use.
- Now in the Report Builder Preview screen click on the Organisation drop-down menu.
- Select your Organisation Group from the drop-down menu.
Click Refresh Report and the report will be generated consolidating all the organisations in the group with the settings saved in the group.
Alternatively you can click on the Refresh button above the report preview pane.