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The ledger transfer profile is comprised of these the following criteria:

  • Transfer Category. Represents the STAR Default category or a regulatory category, for Eagle Accounting clients that use IFRS. This allows you to customize separate regulatory categories to close out different ranges of accounts into various year end accounts. 
  • Target and Offset Account. The target account is the account to which the year end process rolls ledger balances. The year end closeout process moves the ledger balances from the source accounts to the target account that retains the year end closed out balances. The offset account is the account for the contra postings to the target account. 
  • Source Accounts. One or more individual accounts or ranges of accounts that roll up to the target account. 

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For example, in the previous figure, you use the left grid to select the row for the STAR Default transfer category that rolls up to target account 3003000100, Accumulated undistributed income(loss). The offset account is 9999999999, Currency contra account. When you select this row for a Transfer Category/Target Account/Offset Account grouping, you see the corresponding source accounts in the right grid. ThusAs a result, when you process a year end closeout, the system rolls up the ledger balances for these source accounts and moved moves the ledger balances to the target account 3003000100, Accumulated undistributed income(loss). 

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