Write, Bureaucrats, Administrators
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Difference between revisions of "Account Sets"
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== Overview == | == Overview == | ||
BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets | |||
Account Sets can be used to: | |||
# 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 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 Hierarchies == | == Managing Account Hierarchies == | ||
BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: | |||
BudgetLink | # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets | ||
# To add an Account Set click the Add button | |||
# In the Manage Account Sets form you can Add, Edit and Remove an Account Set | |||
# To Add an Account Set, click Add Account Set to display the Account Set dialog | |||
# Enter a Name ie 'Cash Accounts' | |||
# Enter a Description | |||
# If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected | |||
# Add one or more rules to create the Account Sets. To Add a Rule click Add Rule | |||
# At Action, select Include | |||
# At Selection Type, choose List | |||
# Select the Accounts to Include the Account Set | |||
== Using account sets on reports == | == Using account sets on reports == | ||
Once account sets are created | 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]] | ||