Entering transactions for a consolidated client

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

For a consolidated master client, you can use the Actions > Enter Transactions screen to enter tax adjustments, potential journal entries, and eliminating journal entries that will apply to all subsidiary clients after consolidation.

Note: The Eliminating journal entry type is used to calculate adjusted balances for the client in a consolidated master client, the same as an Adjusting journal entry is used in a regular client.

For details about the limited functionality in a consolidated master client, see Creating a consolidated master client record.

Related topics

Consolidating client accounting data overview

Creating a consolidated master client record

Consolidating client account and balance data

Reconsolidating client data

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