Create Financial Views

1. Navigate to Accounts from the Home page.
   
   
   
2. Click Financial Views from the left-side menu.
   
   
   
3. Click Create.
   
   
4. Enter a name for your financial view and click Create.
   

Next, add a financial view group from your chart of accounts.

1. Click the Financial Views ID Number in the table on the Accounts page.
   
   
   
2. Click Add Group from the left-side menu.
   
   
   
3. 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.

1. In the View Details table, click Edit next to the desired group. 
   
   
   
2. Click Add View Account.
   
   
   
3. 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.