- Navigate to Accounts from the Home page.
- Click Financial Views from the left-side menu.
- Click Create.
- Enter a name for your financial view and click Create.
Next, add a financial view group from your chart of accounts.
- Click the Financial Views ID Number in the table on the Accounts page.
- Click Add Group from the left-side menu.
- Enter details for the financial group:
- Select the Type of accounting group (assets, liabilities, revenue, equity, or expenses).
- Enter a Name for your financial view group.
- Enter a Sort Order.
- Click Create.
Then, add accounts to the financial view group.
- In the View Details table, click Edit next to the desired group.
- Click Add View Account.
- Enter details for the financial view accounts:
- Enter a Sort Order.
- Add accounts to the group by checking the boxes next to your accounts.
- Click Create.