Add a Finance Report Group

Use Finance Account Group in the Folders, Reports, & Documents submodule in the Settings module to create a finance report group.

To use Finance Account Groups, you must have access to Settings as defined in User Access Rights under Settings.

To add a finance report group:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to set up a finance report group.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Finance Account Groups.
4. On the grid toolbar, click Add New Finance Report Group
5. In the Add New Finance Reporting Group dialog box, specify or select values for the Group Name and Type fields, and click OK.
   For more information about finance report group types, see Finance Report Group Types.
   WorkBook displays the new report group in the grid.
6. Double-click the Type cell to select a group type.
7. To define the account interval, click Add on the subgrid toolbar.
   In the subgrid:
   • If you selected the group type Account Sum, double-click the From Account and To Account cells to select values.

     To apply the reverse sign setting, select the Reverse Sign check box.

   • If you selected the group type Group Sum, double-click the Group cell to select a value.
   • If you selected the group type Group Divide, double-click the Group and Divide by Group cells to select values.
   Note: You can add multiple account intervals in a finance report group.

You can now add the finance reporting groups that you created to finance reports. For information about setting up finance reports, see Finance Reports Configuration. For instructions, see Add a Finance Report.