Difference between revisions of "Account Hierarchies"
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(Created page with "== Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional acc...") |
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The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: | The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: | ||
* 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 a structure against which multiple data files will be consolidated | * Creating a structure against which multiple data files will be consolidated; | ||
* Creating a structure against which to report cash flow | * Creating a structure against which to report cash flow. | ||
== Managing Account Hierarchies == | == Managing Account Hierarchies == | ||
Revision as of 22:15, 25 November 2013
Overview
The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for:
- Restructuring / reordering your accounts within reports;
- Slicing your data file into various entities, departments or areas of interest;
- Creating a structure against which multiple data files will be consolidated;
- Creating a structure against which to report cash flow.
Managing Account Hierarchies
BudgetLink allows you to create any number of account hierarchies. See Creating an account hierarchy, Editing an account hierarchy, Editing the account hierarchy mappings, Removing an account hierarchy.
Applying Account Hierarchies
If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see Editing the account hierarchy mappings.
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 which account hierarchy gets used on a report.