Advanced Budgeting - Managing Account Views

Use the Account Views panel displayed on the left side of the window to view your General Ledger chart of accounts in a defined, organized and easy to view format. The Account Views allows you to limit the GL accounts that you see at a specific time. For example, you can use the Account Views to view the GL accounts within specific departments or funds that are in your current General Ledger chart of accounts. The Account Views is set up to start at a particular level and allows you to drill-down to the department or subaccount by clicking the + to the left of the view name. The Account Views are handy when building or editing management reports.

Use the Manage Views function to create and maintain additional views of the General Ledger accounts in addition to the existing default views. The table following the window example describes the Manage Views Area for Advanced Budgeting.

Tip: For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the Manage Views Area:

1. Click Advanced Budgeting on the Toolbar.

2. Then, click Manage Views .

Advanced Budgeting - Manage Views Window Example:

To create a new Account View:

Manage View Prompts
	To define a new Account View, click *New View*.
Description	Enter a description of the view you are creating. This description will display in the Account View list and is used to select the view.
Element Ranges To/From	Enter the range of fund numbers to include in this view. Enter the range of department numbers to include in this view. Enter the range of account numbers to include in this view. Enter the range of sub-accounts to include in this view. Note: If all of the funds, departments, accounts or sub-accounts need to be included, leave the From / To fields blank for that line. Example: In the example above, only funds 101 to 592 deal with payroll so that range was entered. Since all of the departments and sub-accounts should be included, nothing was entered on those two lines. The labor accounts fall between 700 and 708 so that range was also entered.
Account Types	Click the box to select the account type that should be included in the view. Note: More than one account type can be marked in a view and at least one account type must be marked in a view.
	Click *Save* when the description, ranges and account type(s) have all been specified. Tips: If you do not click *Save*, the view will not be saved. Once a Managed View is saved, it will display on the Account View list as seen below:
	To delete a view, click to highlight the desired Account View description and then, click *Delete*. After clicking Delete, the following dialog window displays: Click OK to delete.
	To close the Manage View window, click *Close*.