Consolidating Analysis on Cleardown

As part of Ledger Cleardown you can choose to have selected analysis codes consolidated into balance transactions. Without consolidation, the analysis codes referenced on transactions are left intact and summary balance transactions are produced for each combination of analysis codes, within each account.

If you choose to generate consolidated cleardown transactions, you must select the analysis dimensions you want to consolidate and identify the range of analysis codes to be consolidated for each dimension. All of the transactions that reference this range of analysis codes are consolidated as if they all referenced a single null code.

To consolidate analysis codes, select the Analysis Code Consolidation option when you run a Ledger Cleardown. A separate, pop-up Analysis Code Consolidation dialog appears where you determine the consolidation requirements.