Skip to main content
Accounts
Search
Search ONESOURCE Platform Support Help and Support.

This article applies to:

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

Add a rollup

The
Rollup
 in Accounts lets you map multiple account codes from
Source Chart of Accounts
 to account codes from
Summary Chart of Accounts
. You can also map financial classifications to account codes from
Summary Chart of Accounts
.
You can attach 1 rollup to 1 master chart:
  1. Go to
    ONESOURCE
    Administration
    Company Info
    Accounts
    .
  2. Select the
    Rollup
     tab.
  3. Select the
    Chart of accounts
     tab or the
    Classification
     tab.
  4. Select
    Add Rollup
    .
  5. Enter the information on the
    Account Rollup
     screen.
  6. Select
    Add
     when you're finished.

Change a rollup name and description

You can update the name and description of a Rollup.
  1. Select the
    Rollup
     tab, then select
    Chart of accounts
     or
    Classification
    .
  2. Select
    Edit
     next to the Rollup you want to change and enter a new name and description.
  3. Select
    Save changes
     when you're finished.