Account structures provide a framework to determine the valid combinations of the main account & the dimensions. Account structure helps in maintaining the accurate data entry in the system.
The form resembles a matrix of the main accounts & the dimensions & their values.
|Main Account||Dimension 1||Dimension 2|
With this set of post(s) we shall see how the account structures are configured or maintained & the impact of account structures on Journals. Wherein this post shall provide details on how to configure the account structures. Also refer to the related topics sections other parts of this post.
Account structure form:
Edit – Edit an existing Account structure; when editing an account structure the system sets the status as draft
Activate – Use this button to activate an account structure.
Validate – Validate the account structure to identify any error on the account structure.
Restore – Restore a previous version of the account structure.
Delete – Delete the existing account structure.
Rename – Rename an existing account structure.
Duplicate – Create a duplicate copy of the selected account structure for further modification
New account structure – Use the button to create a new account structure
Advance rules – Setup advance rules to govern the dimension combinations & validations.
Add Segment – Allows adding a new dimension to the account structure for further defining the dimension combinations