You can only manage one account type at a time.
For General Ledger, Metric, Custom, and Assumptions accounts:
Navigation: Modeling > Accounts and choose an account type
For modeled accounts or cube accounts:
Navigation: Modeling > Model Management > Level Assigned Sheets or User-Assigned Sheets and choose the model sheet or cube sheet to manage
Accounts User Interface
The Accounts interface is divided into two main areas: Account Tree and Account Details
The left area of the Accounts page is the account tree – a hierarchical structure of an account type.
You can filter using the Type drop-down or search using the Search field to find a specific account. You can switch to another account type from Manage drop-down.
Use icons in the Account Tree Toolbar to:
- Create an account
- Create a group
- Move a selected account up or down the hierarchy.
- Import an account structure
You can download a printable version of the table of accounts. Click to download as an Excel spreadsheet.
The right pane shows Account Details of the selected accounts. The fields available in this pane will vary based on the selected account. See Defining Account Details for a full list of possible fields.