Write, Bureaucrats, Administrators
2,725
edits
Difference between revisions of "Editing an account hierarchy"
Jump to navigation
Jump to search
Editing an account hierarchy (view source)
Revision as of 18:50, 20 September 2017
, 18:50, 20 September 2017no edit summary
(Created page with "== Overview == BudgetLink has the ability to have multiple account hierarchies which can be used to control the layout of your accounts on your report...") |
|||
| Line 15: | Line 15: | ||
# Log in as the '''Administrator''' if prompted; | # Log in as the '''Administrator''' if prompted; | ||
# Select the account hierarchy to edit and click '''Edit Account Hierarchy'''; | # Select the account hierarchy to edit and click '''Edit Account Hierarchy'''; | ||
# | # Select the '''Accounts''' tab, then select each '''Account Category''' and restructure your chart of accounts as required; | ||
# Select the '''Data Files''' tab, then select each '''Data File''' for which this account hierarchy applies; | |||
# Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; | # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; | ||
# Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. | # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. | ||