Administration setup for user, charts of accounts, and entities
Managed in ONESOURCE Administration, user setup involves defining and managing charts of accounts, master charts, and entities. Entity roll-ups ensure accurate data consolidation.
General Ledger Manager comprises two main components:
- Administration- Handles user setup, charts of accounts, and entity roll-ups.
- General Ledger Manager- Validates, consolidates, and tracks data over different snapshots.
User setup
- Sign in to ONESOURCE Administration.
- Define and set up user roles and permissions as needed
Charts of accounts
Define and manage charts of accounts and master charts:
- Create and manage multiple charts of accounts.
- Map account numbers and descriptions to a master chart for tax purposes and consolidation.
Entities
- Set up entities and entity roll-ups for accurate data consolidation.
- Set up entity roll-ups to combine data from different levels, such as cost centers or business units, into a master entity.