Financial Pack Consolidations – Setup

September 7, 2010

Multi-company consolidation is one of the features of SAI that sets it apart from other BI tools and this consolidation is not limited to financial reporting. There are 2 ways to do this – manually setup each company or use the built-in consolidation feature.

To use the built-in consolidation feature, observe the following steps:

  1. Be sure to have successfully installed and activated the Connector module
  2. Activate Sage Intelligence in each of the companies that are to be included in the consolidation
  3. From the Report Manager, select the report named ‘Financial Pack Consolidated’
  4. Click the button to the right of the ‘Company List’ textbox to expose a list of all the companies having Sage Intelligence activated
  5. Select all companies required
  6. You are now ready to run the report and have all the GL accounts from each company available to you in the resulting MS Excel template

Craig Juta, SAI enabler


One comment

  1. […] Blog Just another WordPress.com site « EXCEL TEMPLATE MANAGEMENT Financial Pack Consolidations – Setup » Financial Pack Consolidations Explained September 7, 2010 Sage Accpac Intelligence […]

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