FreeBalance Accountability Suite
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EspañolAutomatically Import Consolidation
Overview
The Automatically Import Consolidation feature allows to consolidate financial statements and budget execution aoutomatically for the selected organization.
A screenshot of the Automatically Import Consolidation feature is available here. Image is shown as reference material; position and names for labels, fields, and buttons are subject to system parameters, rendering control configuration and installed revision.
Users access the report from within the menu through this navigation path: General Ledger ► Consolidation Of Financial Statements and Accounting Institutions ► Automatically Import Consolidation.
Visible Fields
The following table lists and describes all visible fields for the Automatically Import Consolidation feature, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Field | Description |
|---|---|
| Fiscal Year | The field allows users to select the fiscal year for the consolidation. |
| Fiscal Period | The field allows users to select the fiscal period for the consolidation. |
| Consolidation Type | The consolidation type is displayed in this field. |
| Sector Element | It allows users to define the CoA element code of the Sector for the process. |
| Organization Element | It allows users to define the CoA element code of the Organization for the process. |
Buttons
The following table describes actions associated with the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the expense voucher feature.
| Button Image | Description |
|---|---|
 | The Lookup tool allows users to browse and select existing items. Once selected, all available information automatically populates the corresponding fields. |
 | The Execute button allows users to start the process. |