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#183 docs: bring docs.konsolidat.com up to date (exchange rates, intercompany, month close, TB upload, reporting hierarchies)

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nobody
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2026-09-13
2026-09-13
Anonymous
No

Originally created by: grynn-in

Documentation for everything merged on 12–13 Sep 2026. Merging this publishes to docs.konsolidat.com (the Deploy Docs workflow runs on main), so read it first.

New guides (Guides → Financial Processes / Reports):

  • Month-End Close: the konsol-exec home, eight stages, job titles vs roles, closed-period refusals
  • Trial Balance Upload: single and bulk, file format, check-then-load, errors
  • Exchange Rates: Group Exchange Rate, quoted per, approval, magnitude check, how translation uses them
  • Intercompany: account pairs, partner entity, matching and NCI views, fx vs booking differences, membership
  • Reporting Hierarchies: building, publishing, reading a node with K.EPM, strict resolution

Updated: consolidation guide, FX translation design, deployment guide and runbook (governed rates on upgrade), data dictionary (IC models, konsol-written tables, 7 databases), the seeds page is now Configuration Data (seed → konsol doctype → table), Excel guides, glossary, features, roadmap (Shipped in September 2026), FAQ, troubleshooting, setup and security pages. Seeds, demo data and VBA are no longer described as current outside docs/prd.

Checked: two fact-check passes against konsol and konsolidat code (every quoted error message, role, field label, count and worked example); all findings fixed. mkdocs build --strict passes. No customer names. Screenshots of the konsol-exec home are still needed (the pages describe it from the components).

🤖 Generated with Claude Code

https://claude.ai/code/session_013WewQKFQgG7o2M3mUDPRR5

Related

Tickets: #186

Discussion


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