Consolidating a selected account

  1. Select Accounts. The Account List page is displayed.
  2. Select the existing account you require to consolidate.
    Note: You can select more than one account.
  3. Click the Consolidate Selected option. A confirmation message is displayed on the screen.
  4. Click OK. The Account Lookup window is displayed.
  5. Search for an existing account or create a new account with which you require to consolidate the selected account in the Account Lookup window. The selected accounts are consolidated successfully.