Although consolidation is a feature in Agile Audit, it is important to be aware of a few key rules/best practices:

1. Only Trial Balance and journal data will be consolidated - there is no consolidation of risks or documentation between entities within a consolidation group. Therefore it may be more appropriate to document planning procedures in the top level file.

2. Set up a stand alone engagement file for each entity in a consolidation - this makes the data import and consolidation process simple (more than one entity can be imported into a single file, however no ‘Consolidation view’ options will be available).

3. There is a limit of accounts that can be supported in a Consolidated file - the current account limit that can be supported in an Agile Audit group file is 5,000 accounts in total (i.e. across all entities in the consolidation). Please note that is an area of focus for the development team and we expect that supported number will increase in the near future.

Refer to the following Cloud FAQ on how to set up a consolidation in Agile Audit: