Difference between revisions of "Account Sets"

Account Sets (view source)

2 bytes added , 21:19, 27 August 2017

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 # Report divisions setup in your chart of accounts
 # Exclude Non Cash Accounts for use in Cash Flow Reports
+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.
 '''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
 == Managing Account Sets==