Difference between revisions of "Account Sets"
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(Created page with "== Overview == The account sets functionality allows you to define additional chart of accounts in order to report on your data in different ways. However, rather than creati...") |
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== Managing Account Hierarchies == | == Managing Account Hierarchies == | ||
BudgetLink allows you to create any number of account sets. | BudgetLink allows you to create any number of account sets. For more information, see the following topics: | ||
* [[Creating an account set]]; | |||
* [[Editing an account set]]; | |||
* [[Removing an account set]]. | |||
== Using account sets on reports == | == Using account sets on reports == | ||
Revision as of 22:17, 25 November 2013
Overview
The account sets functionality allows you to define additional chart of accounts in order to report on your data in different ways. However, rather than creating an account hierarchy from scratch, it allows you to define rules to apply to your existing chart of accounts from your data file. The main purpose of these rules is to slice your data file into various entities, departments or areas of interest.
Managing Account Hierarchies
BudgetLink allows you to create any number of account sets. For more information, see the following topics:
Using account sets on reports
Once account sets are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see Customising which account sets gets used on a report.