Configure multi-entity consolidation reporting in Xero

Learn how to set up consolidated financial reporting in Xero for clients with multiple companies, handling intercompany eliminations and producing combined statements.

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Step-by-Step Guide

Step 1Standardize charts of accounts across entities

Step 2Set up the Xero reporting group

Step 3Configure tracking categories for entity identification

Step 4Create intercompany account mappings

Step 5Build elimination journal templates

Step 6Generate consolidated reports

Step 7Set up recurring consolidation workflows

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What happens when you click "Start with Trinity"