Finance Account Groups
Use Finance Account Groups in the Folders, Reports, & Documents submodule in the Settings module 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: Refers to the interval of accounts.
- Group Sum: Refers to the sum of groups that summarize all of the underlying account intervals.
- Group Divide: Refers to a division of the two groups, which appears as a percentage (%) on the printed reports.
To use Finance Account Groups, you must have access to Settings as defined in User Access Rights under Settings.