Write, Bureaucrats, Administrators
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Difference between revisions of "Account Sets"
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BudgetLink has an Accounts dimension which is extracted from an accounting data file. | BudgetLink has an Accounts dimension which is extracted from an accounting data file. | ||
Account Sets filter the accounts. They can be used to: | Account Sets filter the accounts. They can be used to: | ||
# Report divisions setup in your chart of accounts | # Report divisions setup in your chart of accounts | ||
# Exclude Non Cash Accounts for use in Cash Flow Reports | # Exclude Non Cash Accounts for use in Cash Flow Reports | ||
'''Account Sets are available in BudgetLink Pro Edition.''' | |||
Account Sets 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. | |||
Once setup an Account Set filter appears in a Report's Customise Form | Once setup an Account Set filter appears in a Report's Customise Form | ||