How Do I Consolidate an Organization?

The following is a checklist for creating a consolidated organization and merging two or more organizations:

With Administrative User Rights

To create a consolidated organization:

  1. Change the Activation Code to incorporate the Data Consolidation module (System>Activate License).
  2. Create the consolidated organization and its structure (File>New Consolidated Organization).
  3. Create the client consolidation file for the "parent" and "client" or regenerate these files if they have already been created (File>Create Client Consolidation File).
For Accounting

To merge organizations:

  1. Open each existing client organization database and the consolidated organization database to ensure that they are updated to the current version, before you consolidate (File>Open Organization).
  2. Determine which organizations to merge into the new consolidated organization (Activities>Data Consolidation>Consolidate Organizations).
  3. Review the data in the following menu selections for each consolidation option chosen on the Consolidate Organizations form.
    • Chart of Accounts (Maintain>Chart of Accounts Codes)
    • Balance Data
    • Financial Statement Formats (Reports>Financial Statements>Create Statement Formats)
    • Report Group Codes (Reports>Assign Report Groups)
    • Closing Account Assignments (Maintain>Closing Account Assignments)
  4. Print a list of the consolidated organization's properties (Reports>Lists>Consolidate Organizations).
  5. Print a list of the organization's history, beginning with the original organization through the consolidation process (Reports>Lists>Consolidate Organizations History).
  6. Remove an organization from a consolidated organization, if necessary (Activities>Data Consolidation>Remove Organization).