Create Financial Views

Written by Nick Miles

Last published at: September 4th, 2018
  1. Navigate to Accounts from the Home page.
  2. Click Financial Views from the left-side menu.
  3. Click Create from the left-side menu.
  4. Enter a Name for your Financial View.
    • Example: Board Monthly
  5. Click Create.

Next, add a Financial View Group from your Chart of Accounts.

  1. Click Add Group from the left-side menu.
  2. Select the Type of Accounting Group:
    • Assets
    • Liabilities
    • Revenue
    • Equity
    • Expenses
  3. Enter a Name for your Financial View Group.
  4. Enter a Sort Order.
  5. Click Create.

To add Accounts to the Financial View Group:

  1. In the View Details window, click Edit next to the desired Group. 
  2. Select Add View Account from the left-side menu.
  3. Enter a Name in the Add Financial View Account window.
  4. Enter a Sort Order.
  5. Add Accounts to the Group by checking the boxes next to your Accounts.
  6. Click Create.