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Difference between revisions of "Creating a new account hierarchy from scratch"
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Creating a new account hierarchy from scratch (view source)
Revision as of 19:15, 18 October 2018
, 19:15, 18 October 2018→Creating an account hierarchy
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# Enter a '''Name''' and '''Description''' for the account hierarchy; | # Enter a '''Name''' and '''Description''' for the account hierarchy; | ||
# Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; | # Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; | ||
# Tick the checkbox ''' | # Tick the checkbox '''Use Account Hierarchy with jobs''' if you want to be able to use the Job Filter when reporting this Account Hierarchy | ||
# Tick the checkbox '''Use Account Hierarchy with Categories''' if you want to be able to use the Category Filter when reporting this Account Hierarchy | |||
# Tick the checkbox '''Display Unmapped Accounts on Reports''' if you want to ensure your account hierarchy should always include all accounts; | # Tick the checkbox '''Display Unmapped Accounts on Reports''' if you want to ensure your account hierarchy should always include all accounts; | ||
# For each type of accounts, select the '''tab''' and click the '''Add Accounts''' to start building your account hierarchy; | # For each type of accounts, select the '''tab''' and click the '''Add Accounts''' to start building your account hierarchy; | ||