User Guide IN-750:

Creating an Account Structure

  • As supervisor, you can create an account structure that includes:

    • Accounts
    • Groups and subgroups of accounts

    The groups and subgroups:

    • Simplify the management of the accounts
    • Allow you to issue consolidated reports on group activity, as groups and subgroups total in reports the consumptions of the accounts they include (see Account Data)

    Accounts can be created at 3 levels: in the 'ROOT', in a Group, or in a Subgroup.

    By default, the system creates the accounts in the Root.

    User screens never display groups or subgroups. Only (active) accounts are displayed.
Date created:
03/12/2014 22:30:26
Last updated:
10/17/2014 23:15:38
Product(range):
IN-750
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