Nic at 00:50, 21 September 2017

2017-09-21T00:50:03Z

← Older revision		Revision as of 19:50, 20 September 2017
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	# Log in as the '''Administrator''' if prompted;		# Log in as the '''Administrator''' if prompted;
	# Select the account hierarchy to edit and click '''Edit Account Hierarchy''';		# Select the account hierarchy to edit and click '''Edit Account Hierarchy''';
	# ~~Restructure~~ your chart of accounts as required;		# Select the '''Accounts''' tab, then select each '''Account Category''' and restructure your chart of accounts as required;
			# Select the '''Data Files''' tab, then select each '''Data File''' for which this account hierarchy applies;
	# Click '''OK''' to save and close the '''Account Hierarchy''' dialogue;		# Click '''OK''' to save and close the '''Account Hierarchy''' dialogue;
	# Click '''Close''' on the '''Manage Account Hierarchies''' dialogue.		# Click '''Close''' on the '''Manage Account Hierarchies''' dialogue.

Nic: Created page with "== Overview == BudgetLink has the ability to have multiple account hierarchies which can be used to control the layout of your accounts on your report..."

2015-01-15T23:57:42Z

Created page with "== Overview == BudgetLink has the ability to have multiple account hierarchies which can be used to control the layout of your accounts on your report..."

New page

== Overview ==

BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports.

== Editing an account hierarchy ==

[[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]]
[[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]]

To edit an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy.

# From the main '''Menu''' in BudgetLink, click on '''30. Settings''';
# Click on '''Accounts''' item in the menu;
# Click on the '''Manage Account Hierarchies''' button;
# Log in as the '''Administrator''' if prompted;
# Select the account hierarchy to edit and click '''Edit Account Hierarchy''';
# Restructure your chart of accounts as required;
# Click '''OK''' to save and close the '''Account Hierarchy''' dialogue;
# Click '''Close''' on the '''Manage Account Hierarchies''' dialogue.

<br clear=all>

== Related Topics ==

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

[[Category:How To Guides]]

Editing an account hierarchy - Revision history

Nic at 00:50, 21 September 2017

Nic: Created page with "== Overview == BudgetLink has the ability to have multiple account hierarchies which can be used to control the layout of your accounts on your report..."