Rollups help simplify your ledger by consolidating multiple transactions or journal entries into a single entry. Once enabled, they automatically group entries based on your selected timeframe, making it easier to review your reports.
How rollups work
- Selecting a rollup journal entry shows the underlying journal entries with a link to view related transactions.
- You can filter transactions by their parent journal entry, making it easier to track related activity.
- Journal entries can't be manually created, reversed, or used for unrealized or realized gain/loss summaries.
If you have any questions regarding rollups, reach out to your CSM or our support team.
How to turn on rollups
To enable rollups:
- Navigate to the Settings page.
- Select Rollups.
- Toggle the feature on.
- Select a rollup frequency: daily, weekly, or monthly.
A confirmation message will appear to let you know that the feature is enabled. You can turn this feature on or off at any time.