Account Hierarchies
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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. 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 which account hierarchy gets used on a report.