User Defined Consolidation Process

Planful offers a User Defined Consolidation Process feature that allows users to configure and personalize the Close process. For example, users can balance books at local and common currencies during the Close process and require interim and reporting currencies get processed after Consolidation is complete. For Budget and Forecasts, users have the flexibility to run the Consolidation Process for specific financial years (period range) for the scenario versus all years.

Read all about the User Defined Consolidation Process in the Consolidation User Guide under the Custom User Defined Consolidation Process - What Is It and How Does It Work topic.