Financial Views

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

Create A Financial View

1. Navigate to the Accounts page and click Financial Views from the left-side menu.
2. Click Create in the left-side menu.
3. Enter a name for your financial view and 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 details for the financial group and 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. In View Details, click Edit next to the desired group. 
   
   
   
6. Click Add View Account in the left-side menu.
7. Enter the applicable details for the financial view accounts and click Create.
   
   • Add accounts to the group by checking the boxes next to your accounts.

Use Financial Views