Accounts
Product documentation for managing accounts as an administrator.
- Accounts Overview
- Introduces administrators to accounts, the difference between rollup accounts, root accounts, and account groups, and the different accounts: general ledger accounts, custom accounts, metric accounts, and cube and modeled accounts.
- Add and Edit Accounts
- Explains how to manually add and edit general ledger, custom, metric, and assumption accounts for administrators who build or manage the model.
- Account Settings and Fields
- Provides links to the account settings and fields for each account type: general ledger, custom, metric, assumption, and account groups.
- Account Type Setting: Cumulative or Periodic
- Introduces administrators to the Type setting for general ledger, custom, assumption, modeled, and cube accounts. Learn how choosing periodic or cumulative changes the way your team views and enters data in sheets.
- Edit Account Formulas and Override Formulas
- Explains how to edit account formulas and master formulas, to create version-specific formulas using the formula version selector, and to manage default and override formulas.
- Linked Accounts Overview
- Introduces administrators to "Linked Accounts" using the account Type setting, Link . Explains how and why to link general ledger, custom, and standard cube accounts so that the accounts share data.
- Set Up Intercompany Accounts
- Explains how to set up accounts for intercompany trading when your instance uses elimination rules for consolidation.
- Weighted-Average Translation Overview
- Introduces administrators to the weighted-average translation account settings, how it works, and what it can do for you.