General Ledger > Adding and Maintaining Accounts > Adding Accounts > About Rollup Accounts

About Rollup Accounts

A rollup account lets you consolidate or "roll up" account balances and quantities (if applicable) to provide a summary balance, and it can be used for classification, budgeting, and reporting.

Rollup is multi-level. Not only can you add child accounts to a rollup account, you can add child accounts to an account’s child accounts, creating a tree structure on the Rollup tab in the account record. The tree shows the relationships between accounts.

To add child accounts to an account number from the tree, select the account and click View Account to display it in the detail table. You can then add child accounts to this account by selecting Add Line to add a single child account, or by selecting Add Lines to add multiple child accounts.

For more information, see Adding a Rollup Account.

Note: An account cannot be a rollup member of itself. If an account exists on the Rollup tab, you cannot add it again.

Note: Member accounts of a rollup account cannot be multicurrency unless the rollup account itself is also multicurrency. Multicurrency transactions of rollup member accounts must be rolled up properly to their parent rollup accounts. Therefore, if any member of a rollup account is multicurrency, the parent rollup account must also be multicurrency.