Difference between revisions of "Account Hierarchies"
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== Overview == | == Overview == | ||
Account hierarchies allow you to define additional chart of accounts and map existing accounts in order to report on your data in different ways. These additional account hierarchies can be used for: | |||
* Creating a structure against which multiple data files will be consolidated; | |||
* Restructuring / reordering your accounts within reports; | * Restructuring / reordering your accounts within reports; | ||
* Slicing your data file into various entities, departments or areas of interest; | * Slicing your data file into various entities, departments or areas of interest; | ||
* Creating | * Creating an Acquittal Report; | ||
* Creating a structure against which to report cash flow. | * Creating a structure against which to report cash flow. | ||
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BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: | BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: | ||
* [[Creating an account hierarchy]]; | * [[Creating an account hierarchy based on your data file]]; | ||
* [[Creating a new account hierarchy from scratch]]; | |||
* [[Editing an account hierarchy]]; | * [[Editing an account hierarchy]]; | ||
* [[Exporting an account hierarchy to a file]]; | * [[Exporting an account hierarchy to a file]]; | ||
* [[Importing an account hierarchy from a file]]; | * [[Importing an account hierarchy from a file]]; | ||
* [[Removing an account hierarchy]]. | * [[Removing an account hierarchy]]. | ||
== | == Mapping your data file's accounts to the account hierarchy == | ||
If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[ | If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Mapping your data file's accounts to the account hierarchy]]. | ||
== Using account hierarchies on reports == | == Using account hierarchies on reports == | ||
Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising | Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising a report to show a specific account hierarchy]]. | ||
== Related Topics == | == Related Topics == | ||
* [[Account Sets]] | * [[Account Sets]] | ||
Latest revision as of 04:23, 16 May 2019
Overview
Account hierarchies allow you to define additional chart of accounts and map existing accounts in order to report on your data in different ways. These additional account hierarchies can be used for:
- Creating a structure against which multiple data files will be consolidated;
- Restructuring / reordering your accounts within reports;
- Slicing your data file into various entities, departments or areas of interest;
- Creating an Acquittal Report;
- Creating a structure against which to report cash flow.
Managing Account Hierarchies
BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics:
- Creating an account hierarchy based on your data file;
- Creating a new account hierarchy from scratch;
- Editing an account hierarchy;
- Exporting an account hierarchy to a file;
- Importing an account hierarchy from a file;
- Removing an account hierarchy.
Mapping your data file's accounts to the account hierarchy
If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see Mapping your data file's accounts to the account hierarchy.
Using account hierarchies on reports
Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see Customising a report to show a specific account hierarchy.