Account Sets - Revision history

Nic at 03:19, 28 August 2017

2017-08-28T03:19:39Z

← Older revision		Revision as of 22:19, 27 August 2017
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	Once setup an Account Set filter appears in a Report's Customise Form.		Once setup an Account Set filter appears in a Report's Customise Form.

	'''Account Sets are available in BudgetLink Pro Edition.'''		'''Account Sets are available in BudgetLink Pro Edition or higher.'''

	== Managing Account Sets==		== Managing Account Sets==

Nic at 03:19, 28 August 2017

2017-08-28T03:19:28Z

← Older revision		Revision as of 22:19, 27 August 2017
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	# Report divisions setup in your chart of accounts		# Report divisions setup in your chart of accounts
	# Exclude Non Cash Accounts for use in Cash Flow Reports		# Exclude Non Cash Accounts for use in Cash Flow Reports

			Account Sets work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts.

			Once setup an Account Set filter appears in a Report's Customise Form.

	'''Account Sets are available in BudgetLink Pro Edition.'''		'''Account Sets are available in BudgetLink Pro Edition.'''

	Account Sets work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts.
	~~Once setup an Account Set filter appears in a Report's Customise Form~~

	== Managing Account Sets==		== Managing Account Sets==

Nic at 03:19, 28 August 2017

2017-08-28T03:19:13Z

← Older revision		Revision as of 22:19, 27 August 2017
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	BudgetLink has an Accounts dimension which is extracted from an accounting data file.		BudgetLink has an Accounts dimension which is extracted from an accounting data file.

	Account Sets filter the accounts. They can be used to:		Account Sets filter the accounts. They can be used to:
	# Report divisions setup in your chart of accounts		# Report divisions setup in your chart of accounts
	# Exclude Non Cash Accounts for use in Cash Flow Reports		# Exclude Non Cash Accounts for use in Cash Flow Reports
	~~They~~ work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts.
			'''Account Sets are available in BudgetLink Pro Edition.'''

			Account Sets work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts.
	Once setup an Account Set filter appears in a Report's Customise Form		Once setup an Account Set filter appears in a Report's Customise Form

Jeff: /* Overview */

2016-08-25T12:29:02Z

Overview

← Older revision		Revision as of 07:29, 25 August 2016
Line 6:		Line 6:
	# Exclude Non Cash Accounts for use in Cash Flow Reports		# Exclude Non Cash Accounts for use in Cash Flow Reports
	They work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts.		They work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts.
			Once setup an Account Set filter appears in a Report's Customise Form

	== Managing Account Sets==		== Managing Account Sets==

Jeff: /* Overview */

2016-08-25T12:27:02Z

Overview

← Older revision		Revision as of 07:27, 25 August 2016
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	== Overview ==		== Overview ==

	BudgetLink has Accounts. ~~Accounts can be filtered or sliced using~~ Account Sets. They can be used to:		BudgetLink has an Accounts dimension which is extracted from an accounting data file.
			Account Sets filter the accounts. They can be used to:
			# Report divisions setup in your chart of accounts
	# Exclude Non Cash Accounts for use in Cash Flow Reports		# Exclude Non Cash Accounts for use in Cash Flow Reports
	~~# Report divisions setup in your chart of accounts~~		They work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts.
	They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts.

	== Managing Account Sets==		== Managing Account Sets==

Jeff at 23:05, 24 January 2016

2016-01-24T23:05:27Z

← Older revision		Revision as of 18:05, 24 January 2016
Line 26:		Line 26:

	Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].		Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].

Jeff at 23:05, 24 January 2016

2016-01-24T23:05:13Z

← Older revision		Revision as of 18:05, 24 January 2016
Line 26:		Line 26:

	Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].		Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].










	== Related Topics ==		== Related Topics ==

	* [[Account Hierarchies]]		* [[Account Hierarchies]]

Jeff: /* Using account sets on reports */

2016-01-24T23:04:48Z

Using account sets on reports

← Older revision		Revision as of 18:04, 24 January 2016
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	== Using account sets on reports ==		== Using account sets on reports ==
	[[File:CustomiseBudgetAnalysis.png\|300px\|thumb\|right\|CustomiseBudgetAnalysis]]
			[[File:.CustomiseBudgetAnalysis.png\|300px\|thumb\|right\|CustomiseBudgetAnalysis]]

	Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].		Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].

Jeff: /* Using account sets on reports */

2016-01-24T23:04:09Z

Using account sets on reports

← Older revision		Revision as of 18:04, 24 January 2016
Line 22:		Line 22:

	== Using account sets on reports ==		== Using account sets on reports ==
	[[File:CustomiseBudgetAnalysis.png\|300px\|thumb\|right\|~~BudgetLink welcome dialogue~~]]		[[File:CustomiseBudgetAnalysis.png\|300px\|thumb\|right\|CustomiseBudgetAnalysis]]

	Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].		Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].

Jeff: /* Using account sets on reports */

2016-01-24T23:03:40Z

Using account sets on reports

← Older revision		Revision as of 18:03, 24 January 2016
Line 22:		Line 22:

	== Using account sets on reports ==		== Using account sets on reports ==
	[[File:.CustomiseBudgetAnalysis.png]]		[[File:CustomiseBudgetAnalysis.png\|300px\|thumb\|right\|BudgetLink welcome dialogue]]

	Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].		Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise 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]].