Consolidation when an entity is not on XBuddy
Consolidation sums ledgers and documents of Companies that already exist in the same tenant. The product does not import a trial balance from another accounting system, and it does not create a counterpart Bill in a non-XBuddy entity’s books.
| Situation | What to do |
|---|---|
| Controlled subsidiary (line-by-line) | Open a Company in the same tenant; grant the consolidating user membership; turn on finance.intercompany and finance.consolidation_enabled; set the buyer’s Contact internal_company_id; pick the counterpart Company on the Invoice (draft Bill in the same transaction); map intercompany.ar / intercompany.ap |
| Associate (equity method) | Method equity/none on an investee Company that already exists. The share-of-profit generator needs posted journals; a zero share is rejected |
| Company not onboarded yet | Full group statements: add the outsider and eliminate in Excel. Draft Eliminations only adjust Companies already on the tenant — they do not add an outsider trial-balance column |
An Invoice to a counterparty that is not a Company on the tenant posts as ordinary AR/AP. A counterpart UUID outside the user’s company membership rejects the whole Invoice. Ops guide (Vietnamese): docs/business-flows/ke-toan-huong-dan-nguoi-dung.html §7.1.1.