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Accounts

Account rollup

The Account Rollup allows you to map multiple Financial Hierarchies or accounts to accounts that are associated with master charts.

Add account rollup

You can attach 1 account rollup to 1 master chart.
  1. Sign in to ONESOURCE, then select
    Administration
    .
  2. Select
    Company Info
    , then
    Accounts
    .
  3. Select the
    Account Rollup
     tab, then select
    Add Account Rollup
    .
  4. Enter all mandatory information on the
    New Account Rollup
     screen.
  5. Select
    Save
     when you're finished.

Change account rollup name and description

You can update the name and description of an Account Rollup.
  1. Select an account on the
    Account Rollup
     tab.
  2. Select
    Edit
     on the toolbar and enter a new name and description.
  3. Select
    Save
     when you're finished.

This article applies to:

  • PRODUCT: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration