Financial Views

Financial views allow you to create different versions of your financial reports by using groups of accounts in unique ways to present financial statements to different groups of constituents or stakeholder groups. 

Create A Financial View

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

Create a Financial View Group

Once you have created a financial view, a financial view group needs to be created to manage and add accounts to your financial view. 

1. Navigate to the Financial Views page.
2. Click the Financial Views ID Number.
   
   
   
3. Click Add Group in the left-side menu.
4. Enter the applicable Add Financial View Group information, and then click Create.
   • Type - The type of accounting group applicable to your financial view.
     • Options include assets, liabilities, revenue, equity, or expenses.
   • Name - The name of your Financial View Group. 
   • Sort Order - The rank that defines where your Financial View Group will appear in comparison to other Financial View Groups. 
     
     
     
5. Click Edit next to the group. 
   
   
   
6. Click Add View Account in the left-side menu.
7. Enter the applicable Add Financial View Account information, and then click Create.
   
   • Check the account boxes to add accounts to the group.

Use Financial Views