Write, Bureaucrats, Administrators
2,725
edits
Difference between revisions of "Accounts"
no edit summary
| Line 1: | Line 1: | ||
== Overview == | == Overview == | ||
BudgetLink can report using | 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 == | ||
| Line 9: | Line 11: | ||
== How To Guides == | == How To Guides == | ||
=== How to change the level at which your chart of account is | === 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 | 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]]. | ||
[[Account Hierarchies]] allow you to define additional chart of accounts in order to report on your data in different ways. | |||
[[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]] | ||