Difference between revisions of "Creating an account hierarchy based on your data file"

Creating an account hierarchy based on your data file (view source)

2 bytes added , 17:04, 20 September 2017

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 # Click on the '''Manage Account Hierarchies''' button;
 # Log in as the '''Administrator''' if prompted;
-# Click the '''Import from Data File''' button;
+# Click on the '''Add Account Hierarchy''' button;
-# Select the '''Data File''' to used as starting point;
+# Select the '''Companies''' tab;
-# Once imported, select the new account hierarchy and click '''Edit Account Hierarchy''';
+# Chose whether you want an 'Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy;
-# Restructure your chart of accounts as required;
+# Select the '''Company''' on which this account hierarchy is based;
-# Click '''OK''' to save and close the '''Account Hierarchy''' dialogue;
+# Click '''OK''';
-# Click '''Close''' on the '''Manage Account Hierarchies''' dialogue.
+# Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen.
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