Consolidation Configuration

This utility is only available to those that have purchased the GL Plus add-on for General Ledger and are Self-Hosted. It provides consolidated reporting that spans across all companies. The consolidated amounts can be seen on reports that pull information from the summary tables, so reports that display detailed journal information (e.g., Detail Ledger, Journal History, Project Register, etc.) will not work. Also, reports will display all accounts regardless of account structure differences between the companies.

Because of the need to access SQL for the creation of the scheduled job, users will receive a prompt asking for a SQL Server User Name and Password each time they access this page. The SQL Login must use "SQL Server authentication" and have the "sysadmin" server role (e.g., "sa"):

Configure Company Consolidation

1. Check or uncheck Enable Company Consolidation to enable or disable the SQL Job. When unchecked, the SQL Job is still created but will not run. The job appears in SQL Server Management Studio under SQL Server Agent with a name beginning with "CombineCompanyJob…" The job can also be run manually, if desired.
2. Set the schedule for the SQL Job by selecting how often the data should be consolidated:
   • Occurs: Daily, Weekly, or Monthly
   • Recurs Every: xx Days, xx Weeks, or xx Months
   • Recurs At: xx:xx AM/PM
3. Select the Clear and recreate before combining option to delete fiscal years greater than or equal to the Begin Date before consolidating. Leave unchecked to consolidate without deleting fiscal years.

4. In the Combine to Company section, select an Organization and Company to serve as the destination company for consolidated data. This company must be blank/empty with no journal activity or bank accounts in Bank Account Management.
5. Enter a Begin Date. The job consolidates all data in fiscal years greater than or equal to this date.
6. In the Pull From Companies area, select the Organizations and Companies to be consolidated into the destination company.

7. Click Update to create the SQL Job under SQL Server Agent in SQL Server Management Studio. SQL Server Agent must be running for data to be consolidated.

View Consolidated Amounts

1. In Current Financial Settings, select the destination company set in the Combine to Company field.
2. Run your General Ledger reports to view the consolidated amounts.

Updated June 10, 2026 07:06