View Core Ledger Transfer Profiles in Core Transfers View

In Ledger Item Editor's Core Transfers view, you can view information about the ledger transfer profiles. The DB Ledger Transfers Editor page lists the core transfer categories that the system applies during year end closeout to the applicable accounting basis. You can select a transfer category from the list to show the related account roll-up mapping. This view is read only, indicating that you cannot change the information within this view. 

To view core ledger transfer profile information:

1. In Accounting Center, in the left navigation pane, click Setup > Ledger > Ledger Profiles > Ledger Item Editor.
   You see the Ledger Item Editor workspace, with the Core Ledger view displayed by default. 

2. In the View area, click Core Transfers. 

   Open

   

   You see the DB Ledger Transfers Editor page. The left grid shows a list of transfer categories, along with related target accounts and offset accounts. The right grid shows one or more source accounts or account ranges that roll up to the selected target account.

3. In the left grid, click the row for the transfer category and target account with mappings that you want to view. 
   In the right grid, you see the source accounts that roll up to the selected transfer category/target account grouping.

4. While you are viewing ledger transfer profile information, you can also:
   - Edit a copy of the ledger transfer profiles in the My Transfers view.
   - Show the history of ledger transfer profile changes.