Difference between revisions of "Account Sets"

Account Sets (view source)

41 bytes added , 06:27, 25 August 2016

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 == 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
-# 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==