)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Multi-subsidiary journal entries require precise control over entity assignments, intercompany relationships, and validation across different subsidiaries. Automated imports can handle these complex scenarios with proper filtering and subsidiary management configuration.
This guide shows you how to set up automated imports that handle multi-entity journal entries while maintaining audit trails and proper subsidiary assignments.
Automate multi-subsidiary journal entries using Coefficient
Coefficient provides robust support for multi-subsidiary journal entry imports through advanced filtering and subsidiary management features. During OAuth setup, the system can be configured to access multiple subsidiaries, with permissions inherited from the authenticating user’s NetSuite role.
You can filter imports by specific subsidiaries using AND/OR logic, map subsidiary fields directly from your Excel data, and handle elimination entries between subsidiaries. The platform also supports filtering by departments and classes for precise control over multi-entity transactions.
How to make it work
Step 1. Configure multi-subsidiary access during OAuth setup.
Work with your NetSuite admin to ensure the OAuth connection has permissions across all relevant subsidiaries. The system inherits access rights from the authenticating user’s role, so proper role configuration is essential for multi-entity imports.
Step 2. Structure your Excel template with subsidiary identifiers.
Create columns for primary subsidiary, intercompany subsidiary (if applicable), account, debit, credit, and memo. Use clear subsidiary identifiers that match your NetSuite subsidiary setup for accurate mapping.
Step 3. Set up filtering logic for each subsidiary.
Use Coefficient’s AND/OR filtering capabilities to separate entries by subsidiary and route transactions to correct entities. You can create separate import configurations for each subsidiary or use dynamic filtering based on your Excel data.
Step 4. Validate entries across subsidiaries before import.
Use the preview feature to validate journal entries across different subsidiaries before committing the import. This ensures balanced entries, proper subsidiary assignments, and correct intercompany account relationships.
Step 5. Schedule coordinated imports for intercompany transactions.
For intercompany journal entries, set up separate import configurations for each subsidiary and use Coefficient’s scheduling feature to coordinate imports across entities. This maintains transaction timing consistency and proper elimination entry handling.
Streamline complex multi-entity accounting
Multi-subsidiary journal entries become manageable with proper filtering, validation, and scheduling. Maintain audit trails and control while automating complex multi-entity transactions. Set up your multi-subsidiary import workflow today.
