Cascade from parent: How to move, group and rename financials across entities in a consolidated organisation and transfer settings

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 17th, 2025

To copy the names of financial categories and groupings of financial accounts from one entity to another within a consolidated organisation, start by setting the names and groups you want at consolidated level.

See more about setting these up in How to configure your P&L and Balance Sheet in ScaleXP (consolidated company) 

Then transfer these settings to each individual entity.