Write, Bureaucrats, Administrators
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Difference between revisions of "Importing an account hierarchy from a file"
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Importing an account hierarchy from a file (view source)
Revision as of 16:56, 20 September 2017
, 16:56, 20 September 2017no edit summary
(Created page with "== Overview == BudgetLink has the ability to have multiple account hierarchies that changes the layout of your chart of accounts on reports. BudgetLi...") |
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# Click on the '''Manage Account Hierarchies''' button; | # Click on the '''Manage Account Hierarchies''' button; | ||
# Log in as the '''Administrator''' if prompted; | # Log in as the '''Administrator''' if prompted; | ||
# Click on the ''' | # Click on the ''Add Account Hierarchy''' button; | ||
# | # Select the '''Companies''' tab; | ||
# Chose whether you want an 'Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy; | |||
# Select the '''Company''' on which this account hierarchy is based; | |||
# Click '''OK'''; | |||
# Start editing the account hierarchy using the [[Editing Account Hierarchy|Edit Account Hierarchy]] screen. | |||
<br clear=all> | <br clear=all> | ||