Setup step on the Consolidation account groups page · General ledger
Set up Consolidation account groups
Used to create account groups, each with an identifier and name, that are selected in the Consolidate online process.
- Used by
- Accountant, Accounting manager, Accounting supervisor and 8 more roles
- Business process
- Consolidate online in Dynamics 365 Finance
- Menu item
LedgerConsolidateAccountGroup- Main table
LedgerConsolidateAccountGroup- Data entity
LedgerConsolidateAccountGroupEntity- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | Groups of accounts used to consolidate data. |
|---|---|
| What you do here | Used to create account groups, each with an identifier and name, that are selected in the Consolidate online process. |
| Example | A consolidation account group that represents a government-mandated chart of accounts, or a group of accounts defined by the company's headquarters. |
Functional consultant · Solution architect
2Where it fits
| Business process | Close financial periods › Consolidate and eliminate financials › Consolidate online in Dynamics 365 Finance |
|---|---|
| Menu path | General ledger › Chart of accounts › Accounts › Consolidation account groups |
| Set up first | — |
| Used next by | Additional consolidation accounts Microsoft Learn ↗Consolidate online Microsoft Learn ↗ |
| Related pages | — |
| In this process | Set up Additional consolidation accounts → |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Consolidation account groups1 screen
Used to create account groups, each with an identifier and name, that are selected in the Consolidate online process.
Screen 1
Create the consolidation account group
Go to General ledger > Chart of accounts > Accounts > Consolidation account groups
- Select New
- Enter the group code BEAT-CONS and its name
Name Atlas demo group reporting 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
- Go to General ledger > Chart of accounts > Accounts > Consolidation account groups.
- Select New.
- In the Consolidation account group field, enter a unique ID for the group.
- In the Name field, enter a name.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Consolidation account group | A unique ID for a group of accounts used to consolidate, often a government-mandated chart of accounts.Microsoft Learn ↗ | — | — |
| Name | — | Atlas demo group reporting | Name |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Consolidation account groups | — | — |
Solution architect
5Design impact
| Shared or per company | Shared: the same records are used by every legal entity. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | LedgerConsolidateAccountGroup Checked in Dynamics 365 |
|---|---|
| Form | LedgerConsolidateAccountGroup Checked in Dynamics 365 |
| Table | LedgerConsolidateAccountGroupShown as “Consolidation account group” in Record infoKey field: IdChecked in Dynamics 365 |
| Data entities | LedgerConsolidateAccountGroupEntityConsolidation groups and accounts Microsoft data model ↗LedgerConsolidateAccountGroupV2EntityConsolidation main accounts Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain consolidation account groups LedgerConsolidateAccountGroupMaintainView consolidation account groups LedgerConsolidateAccountGroupViewDutiesInquire into chart of account master LedgerChartOfAccountsInquireMaintain chart of accounts master LedgerChartOfAccountsMaintain11 security rolesBudget clerkBudgetBudgetClerkBudget contributor BudgetBudgetContributorBudget manager BudgetBudgetManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=LedgerConsolidateAccountGroup |
|---|---|
| Integrate with | LedgerConsolidateAccountGroupEntity data entity Microsoft data model ↗ |
| Table definition | LedgerConsolidateAccountGroup columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/budgeting/consolidation-account-groups-consolidation-accounts
- learn.microsoft.com/dynamics365/finance/general-ledger/tasks/create-consolidation-groups
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/ledger/group/ledgerconsolidateaccountgroup
- learn.microsoft.com/dynamics365/finance/budgeting/consolidation-account-groups-consolidation-accounts
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.
GL-COA-060 — Set up Consolidation account groups. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/GL-COA-060