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Assign accounts to entities

You can assign accounts to the entities in your Working Papers file.

To assign accounts to entities:

  1. On the ribbon, click Account | Assign Entities. The Assign Entities dialog displays.
  2. In the Unassigned Accounts list, select the account(s) you want to assign to an entity. You can use the dialog options to adjust which accounts are available to assign.

    Option Description
    Period Display unassigned accounts from the selected period. The periods available are based on the date settings in the Engagement Properties.
    Search Number Search for unassigned accounts by number.
    Search Name Search for unassigned accounts by name.
  3. In the Entities list, select the entity where you want to assign the accounts. If required, you can customize the columns of this list to display additional properties of each entity, such as budget and forecast balances.
  4. Click Assign.

The accounts are assigned to the entity.