---
title: "Debit/Credit Shifts in Consolidation Areas"
description: "The aim of the app Debit/credit shifts in consolidation areas is to automatically standardize the debit/credit presentation of financial values across the consolidated group by generating the necessary shift entries to ensure each balance appears on a single side in the consolidated financial statements.\n\nThe Debit/credit shifts in consolidation areas are calculated based on the values of an adjustment level group and posted to an adjustment level for consolidation postings that is included in this adjustment level group. Optionally, it is possible to define whether individual consolidation areas should be excluded from execution."
source_url: https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/consolidation/consolidation-2/configuring-consolidation-apps/debit-credit-shifts-in-consolidation-areas
language: en
last_updated: 2023-08-16
---
# Debit/Credit Shifts in Consolidation Areas

## Overview

The aim of the app **Debit/credit shifts in consolidation** **areas** is to automatically standardize the debit/credit presentation of financial values across the consolidated group by generating the necessary shift entries to ensure each balance appears on a single side in the consolidated financial statements.

The **debit/credit shifts in consolidation areas** are calculated based on the values of an adjustment level group and posted to an adjustment level for consolidation postings that is included in this adjustment level group. Optionally, it is possible to define whether individual consolidation areas should be excluded from execution.

## Configuring Debit/Credit Shifts in Consolidation Areas

To configure the app for **debit/credit shifts in consolidation areas**, click the app in the structure view and click **Edit** in the displayed dialog.

Configure the steps as described below.

### Settings

In the **Settings** step, specify the general settings for the configuration:

Debit/Credit shifts

The following options are available:

#### Consolidation includes debit/credit shifts

Choose whether the consolidation should include:

- Only debit/credit shifts that are **configured on items**
- Only debit/credit shifts that are **configured on accounts**
- Both

{% info-box %}
- If you activate the checkbox **Configured on accounts**, the app will compare the balances of the debit/credit shift accounts with the balances of the debit/credit shift items configured in the [account properties](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/elements-ledgers-schedules/create-configure-accounts.md) of the debit/credit shift accounts on the **Debit/credit shift** tab.
- Activate both checkboxes if you want to take into account debit/credit shifts configured at the account level as well as those configured at the item level during the consolidation.
{% /info-box %}

#### Consolidation areas

The consolidation areas that are to be included in the app execution.

**By default, all** consolidation areas of the group are included.

Choose **Individual selection** and click **Add rows** to choose individual consolidation areas in the table that is subsequently displayed. Select one of the following options:

- **Include**\
\
In the table, select individual consolidation areas to be included.
- **Exclude**\
\
In the table, select the consolidation areas that are to be excluded.

### Adjustment levels

In the **Adjustment levels** step, specify the adjustment levels that should be taken into account when performing the debit/credit shifts.

{% info-box %}
The app also carries out postings at adjustment levels that are locked for other postings.
{% /info-box %}

Tab 'App configuration'

The following options are available:

#### Consolidated

Adjustment level group including all adjustment levels for data imports, proportioning, and consolidation postings.

Please ensure that the target adjustment level is included in this adjustment level group. This will be the basis for the consolidation of debit/credit shifts.

#### Target

Adjustment level for consolidation postings to be used for the debit/credit shift consolidation postings.

{% idea-box %}
- As long as a step has not been fully configured and/or configuration errors exist, it is displayed with a red exclamation mark .
- Once a step is configured completely and without any errors, it is displayed with a green check mark .
- You can close the configuration dialog by clicking the arrow icon at the top left.
- To change the name of the app, select the app in the tree view and choose **Properties** from the context menu.
{% /idea-box %}

## Executing the Debit/Credit Shifts in Consolidation Areas

You can execute the app for the **Debit/credit shifts in consolidation areas** either **separately**, together with other apps in an **executable folder** or as part of **consolidated financial statements**.

How to proceed in each case is described under [Execute consolidation](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/consolidation/consolidation-2/executing-consolidation.md).

## Displaying and Deleting Created Elements

On the **Created elements** tab, the postings that were created during the app execution are shown.

The table provides the following information:

- **Type** of the element
- **Path** under which the element was created. When you click on the link, you are taken directly to the posting in the relevant [journal](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/imports-journals/journale.md).
- Date of the **last execution** that created the element

Tab 'Created elements'

If necessary, you can **delete all elements**.

**Note**: Once all elements have been deleted, the state of the wizard is **Not executed** again.

## Displaying the App Properties

The **App properties** are displayed on the tab of the same name:

'Properties' tab

The following **App properties** are displayed:

- **Type** of the element
- Function of the **App**
- **Version** of the element.

**New available version**

As soon as a new version of the app is available that contains changes to the app configuration and/or the calculation logic of the app, the **Refresh** command is displayed, allowing you to update the app to the latest version.

Information about the changes to each version can be found in the **Release Notes**, which can be accessed via the link of the same name.

{% warning-box %}
We {% u %}strongly recommend{% /u %} to update all apps to the new version as soon as possible because it cannot be guaranteed how long an app with an obsolete version can be executed.
{% /warning-box %}