Interface Tour for Accounts
Introduces administrators to the accounts interface for general ledger, custom, metric, assumptions, modeled, and cube accounts.
Audience: Administrators who manage the model.
Before You Begin
- See Accounts Overview if you're new to accounts.
- Required permissions: Model Management Access > Model.
- Additional permissions: Model Management > Assumptions for assumption accounts or Model Management > Import Structure.
How You Get There
Get to GL, Custom, Metric, and Assumption Accounts
Get to Cube and Modeled Accounts
Accounts Interface
All the accounts (general ledger, custom, metric, assumption, cube, and modeled) have the same general interface:
Account Hierarchy List
The account list is on the left side of the page:
1 Toolbar: The buttons change based on the account type.
- Add new accounts.
- Add new groups (when available).
- Move accounts up and down within the list. See Reorganize Account Structure.
- Export and import the account structure to make bulk updates (if the account type allows it).
- Delete accounts.
2 Accounts tab:
- Browse and expand the list.
- Right-click on the list to cut and paste or drag and drop accounts within the account hierarchy. See Reorganize Account Structure.
3 Search tab: Find accounts with keywords.
Account Detail
The Account Detail pane: Manage the account settings of the account you highlight in the account list.
4 Toolbar: Save or cancel changes, and expand or collapse the sections.
5 Settings and Fields: Choose setting to change the account's behavior, data, visibility, and roll up logic. These fields change for each account type.