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(Created page with "Tree Mode Can you explain how tree mode works? The Chart of Accounts list can be viewed in detailed list mode or Tree mode. The Chart of Accounts List displays the full list ...")
 
 
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Tree Mode
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'''Tree Mode'''
  
 
Can you explain how tree mode works?  
 
Can you explain how tree mode works?  
  
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The Chart of Accounts list can be viewed in detailed list mode or Tree mode. The Chart of Accounts List displays the full  
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The '''Chart of Accounts List''' can be viewed in detailed list mode or '''Tree Mode'''. The Chart of Accounts List displays the full list of Accounts within your business with related balances. You can view by '''Active Accounts''', '''Inactive Accounts''' or '''All Accounts''' by selecting the required '''Radio Button'''.  
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list of Accounts within your business with related balances. You can view by Active Accounts, Inactive Accounts or  
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All Accounts, by selecting the required radio button.
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You can view the Chart of Accounts in List mode - You can search easily in this mode
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*You can view the Chart of Accounts in '''List''' mode - You can search easily in this mode&nbsp;<br>
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Or in Tree mode - expand or contract to view (there is a preference that you can set your account to open in Tree Mode
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*Or in '''Tree mode''' - expand or contract to view.
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or not)
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*To set your chart of accounts to view in Tree Mode select the Accounts module and select the Accounts List button.
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*On the top right of the screen tick the '''Tree Mode '''radio button'''.'''This can be set to open by default from'''Utilities - Preferences- Accounts''' and tick '''Default to Tree View for Chart of Accounts'''
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*Select '''Save'''
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*By clicking on the '''(+)''' icons, it will allow you to view '''(expand)''' more of your account details. By clicking '''(-)''' it will hide '''(contract) '''the detail.
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*All '''$''' values of '''Sub Accounts''' are '''Drillable''' in expanded view only.
  
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To set your chart of accounts to view in tree mode
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<br>
  
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Select Accounts tab.
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When creating an account you can create a '''Tree Mode''' so as to be able to post transactions to separate '''Departments/Products''' for annalysing costs.
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Select Accounts List button
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Tick Tree Mode, radion button (this opens as default, but can be controlled in Utilities=>preferences=>accounts
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By clicking on the (+) icons, it will allow you to view (expand) more of your account details. By clicking (-) it will hide (contract)
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*From the '''Main Screen''' select '''Accounts''' and select the'''Account''' button
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the detail. All $ values of Sub Accounts are drillable, i.e. in expanded view only.
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*Select the '''Account Type''' and select each '''Sub Account''' as required
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*Type in an '''Account Name''' you require. The newly created Account Tree will display in the '''Account Tree View''' box.  
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*'''E.g''' under '''Account Type''' - '''Expenses''' you can have a '''Sub Account''' labeled '''Motor Vehicle Expenses''', then a '''Sub Account''' under that o f'''Petrol''' then an '''Account Name''' of the '''Vehicle Type''' or '''Registration'''<br>
  
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Can you explain how Tree Mode works?
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<br> '''N.B'''. To '''Drill''' into the information on Tree Mode double click into the '''(+)'''&nbsp; then double click onto the figures to '''Drill''' into the informaion that makes up that balance. If an account has been set up as a '''Header''' you will not be able to '''Drill''' into that account. A '''Header''' account is for '''Totals''' only, transactions can not be posted to a header account.
  
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When creating an account you can create a tree mode so as to be able to post transactions to separate
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<br>
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Departments/products for annalysing costs.
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eg. Under Expenses you can have a Header account labeled Motor Vehicle Expenses,
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'''Merging Accounts'''
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then a sub under that of Petrol then a sub under that of e g. vehicle names
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Producet Type              ..... Expense
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In some circumstances you may need to '''Merge''' two accounts. It is not possible to simply change the name in the account file as this is a unique identifyer for each record. You must create a new account with the new name and merge the old account into it.  
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Manufacture :......Motor Vehicle Expenses
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Type :.......Petrol
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Product :.....Holden GHS 223
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Note: To drill into the information on Tree Mode double click into the + then double click onto the figures to drill into the informaion
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*From the '''Main Menu''' select '''Accounts - Account List''' and untick '''Tree Mode'''.
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that makes up that balance.
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*'''Hold''' down the control key '''(Ctrl)''' and select the account name that you want to keep.
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*'''Continue''' to hold down the control key '''(Ctrl) '''and select the account you want merged into the first account.
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If an account has been set up as a header you will not be able to drill into that account. A header account is for totals only, transactions
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*Once selected '''Right Click''' on the '''First '''account and select '''Merge''' from the displayed list.
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can not be posted to a header account.
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*You will then get a message confirming '''Select OK'''
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Merging Accounts
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How to Merge Accounts
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In some circumstances you may need to merge two accounts.  It is not possible to simply change the name in the account
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file as this is a unique identifyer for each record.  You must create a new account with the new name and merge the old
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account into it.
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Select Accounts
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Select Account List
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Untick Tree Mode
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Hold down the control key (Ctrl) and select the account name that you want to keep
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Continue to hold down the control key and select the account you want merged into the first account
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Once selected Right Click your mouse and select Merge
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You will then get a message confirming
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Select OK
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Latest revision as of 12:25, 12 July 2011

Tree Mode

Can you explain how tree mode works?

The Chart of Accounts List can be viewed in detailed list mode or Tree Mode. The Chart of Accounts List displays the full list of Accounts within your business with related balances. You can view by Active Accounts, Inactive Accounts or All Accounts by selecting the required Radio Button.

  • You can view the Chart of Accounts in List mode - You can search easily in this mode 
  • Or in Tree mode - expand or contract to view.
  • To set your chart of accounts to view in Tree Mode select the Accounts module and select the Accounts List button.
  • On the top right of the screen tick the Tree Mode radio button.This can be set to open by default fromUtilities - Preferences- Accounts and tick Default to Tree View for Chart of Accounts
  • Select Save
  • By clicking on the (+) icons, it will allow you to view (expand) more of your account details. By clicking (-) it will hide (contract) the detail.
  • All $ values of Sub Accounts are Drillable in expanded view only.


When creating an account you can create a Tree Mode so as to be able to post transactions to separate Departments/Products for annalysing costs.

  • From the Main Screen select Accounts and select theAccount button
  • Select the Account Type and select each Sub Account as required
  • Type in an Account Name you require. The newly created Account Tree will display in the Account Tree View box.
  • E.g under Account Type - Expenses you can have a Sub Account labeled Motor Vehicle Expenses, then a Sub Account under that o fPetrol then an Account Name of the Vehicle Type or Registration


N.B. To Drill into the information on Tree Mode double click into the (+)  then double click onto the figures to Drill into the informaion that makes up that balance. If an account has been set up as a Header you will not be able to Drill into that account. A Header account is for Totals only, transactions can not be posted to a header account.


Merging Accounts

In some circumstances you may need to Merge two accounts. It is not possible to simply change the name in the account file as this is a unique identifyer for each record. You must create a new account with the new name and merge the old account into it.

  • From the Main Menu select Accounts - Account List and untick Tree Mode.
  • Hold down the control key (Ctrl) and select the account name that you want to keep.
  • Continue to hold down the control key (Ctrl) and select the account you want merged into the first account.
  • Once selected Right Click on the First account and select Merge from the displayed list.
  • You will then get a message confirming Select OK
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