Finance Account Groups
Use the Finance Account Groups submodule to set up customized management accounts in WorkBook. You can then print them out in various formats.
You set up the categories of accounts that should display on the reports in .
Finance Report Group Types
A finance report group can be any of the following:
- Account Sum: It refers to the interval of accounts.
- Group Sum: It refers to the sum of groups that will summarize all the underlying account intervals.
- Group Divide: It refers to a division of the two groups, which will appear as a percentage (%) in the printed reports.
To use the Finance Account Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.