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Clients

Written by Hans Gastmayr

Updated at May 13th, 2025

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In this table, an abbreviation can and must be created for each client to be imported. If a consolidation group is also used as a client for another consolidation group, this consolidation group must also be created as a client. (Step consolidation)

Field name Description
code Client's initials. All client data is stored with this key.
name Exact company name of the client
Client source

Data source for the client (interface). The following client sources are available by default:

  • BC: Business Central
  • CONS: Consolidation group from one of the previous stages
  • EXCEL: Excel import
  • OTHER: Other interface
currency

Local client currency in the client's financial accounting

For clients in group currency, the currency code can remain blank.

 

 

 

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