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Questions for Consolidated Tab—Simplified Setup

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic—one set of questions for each bank account you want to set up. Right-click this topic to display a pop-up menu, and then click Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on the setup questions pages.
4. Enter a response or circle your answer. The If statement tells you what you should do on the tab in the system, based on your answer.
5. Use your answers as a guide for consolidated reporting.

Questions for Consolidated Tab

Company (#1)

With which company do I want this company's data consolidated?

Enter an company ID: ______________________________

Percent

What percentage of the financial data for the company do I want to consolidate?

The percentage is usually 100% per company.

Enter an company ID: ______________________________

Company (#2)

With which company do I want this company's data consolidated?

Enter an company ID: ______________________________

Percent

What percentage of the financial data for the company do I want to consolidate?

The percentage is usually 100% per company.

Enter an company ID: ______________________________

Company (#3)

With which company do I want this company's data consolidated?

Enter an company ID: ______________________________

Percent

What percentage of the financial data for the company do I want to consolidate?

The percentage is usually 100% per company.

Enter an company ID: ______________________________

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Companies Overview

Introduction - Simplified Setup

Setup Steps