Accounts - Revision history

Nic at 22:24, 26 November 2013

2013-11-26T22:24:19Z

← Older revision		Revision as of 17:24, 26 November 2013
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	BudgetLink also provides more advanced functionality. Consult the following how to guides for more information.		BudgetLink also provides more advanced functionality. Consult the following how to guides for more information.

	~~== Advanced Functionality ==~~

	~~BudgetLink allows you to define additional hierarchies using either [[Account Hierarchies\|account hierarchies]] or [[Account Sets\|account sets]].~~

	== How To Guides ==		== How To Guides ==

Nic at 22:23, 26 November 2013

2013-11-26T22:23:55Z

← Older revision		Revision as of 17:23, 26 November 2013
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	== Overview ==		== Overview ==

	BudgetLink can report using the profit and loss and balance sheet accounts from your data file. If your chart of accounts contain a hierarchy (nested accounts), BudgetLink can produce ~~the~~ your reports at any level required.		BudgetLink can report using the profit and loss and balance sheet accounts from your data file. If your chart of accounts contain a hierarchy (nested accounts), BudgetLink can produce your reports at any level required.

	BudgetLink also provides more advanced functionality. Consult the following how to guides for more information.		BudgetLink also provides more advanced functionality. Consult the following how to guides for more information.

Nic at 22:22, 26 November 2013

2013-11-26T22:22:36Z

← Older revision		Revision as of 17:22, 26 November 2013
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	== Overview ==		== Overview ==

	BudgetLink can report using ~~your~~ profit and loss and balance sheet accounts. If your chart of accounts contain a hierarchy, BudgetLink can produce the your reports at any level required.		BudgetLink can report using the profit and loss and balance sheet accounts from your data file. If your chart of accounts contain a hierarchy (nested accounts), BudgetLink can produce the your reports at any level required.

			BudgetLink also provides more advanced functionality. Consult the following how to guides for more information.

	== Advanced Functionality ==		== Advanced Functionality ==
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	== How To Guides ==		== How To Guides ==

	=== How to change the level at which your chart of account is ~~used~~ ===		=== How to change the level at which your chart of account is shown ===

	By default, BudgetLink is configured to retrieve your full chart of accounts on reports. However, using the [[Customise]] functionality, you can change at which ~~level~~ you see your chart of account. For more information, see [[How to change the level at which your chart of account is ~~used~~]].		By default, BudgetLink is configured to retrieve your full chart of accounts on reports. However, using the [[Customise]] functionality, you can change the level at which you see your chart of account. For more information, see [[How to change the level at which your chart of account is shown]].

	=== How to restructure the accounts use on reports ===		=== How to restructure the accounts use on reports ===

	By default, BudgetLink will use your native chart of account as defined within your data file.		By default, BudgetLink will use your native chart of account as defined within your data file. If you need to reorder or restructure your chart of accounts, you can use [[Account Hierarchies]] or [[Account Sets]].
	~~By default, BudgetLink uses~~ your ~~accounting products start month and end month to control when the financial year begins and ends. However~~, ~~this~~ can ~~be changed if you are required to produce reports differently~~.

			[[Account Hierarchies]] allow you to define additional chart of accounts in order to report on your data in different ways.

	~~Read the~~ [[~~How~~ to ~~change the start~~ of ~~the financial year]] guide for more information~~.		[[Account Sets]] allow you to slice your chart of accounts in order to report against various entities, departments or areas of interest.

	== Related Topics ==		== Related Topics ==
	* [[Account Hierarchies]]		* [[Account Hierarchies]]
	* [[Account Sets]]		* [[Account Sets]]

Nic at 05:48, 26 November 2013

2013-11-26T05:48:13Z

← Older revision		Revision as of 00:48, 26 November 2013
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	== Advanced Functionality ==		== Advanced Functionality ==

	BudgetLink allows you to define additional hierarchies using either [[Account ~~Hierarchy~~\|account hierarchies]] or [[Account Sets\|account sets]].		BudgetLink allows you to define additional hierarchies using either [[Account Hierarchies\|account hierarchies]] or [[Account Sets\|account sets]].

	== How To Guides ==		== How To Guides ==

Nic: Created page with "== Overview == BudgetLink can report using your profit and loss and balance sheet accounts. If your chart of accounts contain a hierarchy, BudgetLink can produce the your rep..."

2013-11-26T05:44:14Z

Created page with "== Overview == BudgetLink can report using your profit and loss and balance sheet accounts. If your chart of accounts contain a hierarchy, BudgetLink can produce the your rep..."

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== Overview ==

BudgetLink can report using your profit and loss and balance sheet accounts. If your chart of accounts contain a hierarchy, BudgetLink can produce the your reports at any level required.

== Advanced Functionality ==

BudgetLink allows you to define additional hierarchies using either [[Account Hierarchy|account hierarchies]] or [[Account Sets|account sets]].

== How To Guides ==

=== How to change the level at which your chart of account is used ===

By default, BudgetLink is configured to retrieve your full chart of accounts on reports. However, using the [[Customise]] functionality, you can change at which level you see your chart of account. For more information, see [[How to change the level at which your chart of account is used]].

=== How to restructure the accounts use on reports ===

By default, BudgetLink will use your native chart of account as defined within your data file.
By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently.

Read the [[How to change the start of the financial year]] guide for more information.

== Related Topics ==
* [[Account Hierarchies]]
* [[Account Sets]]