Selecting accounts

In this way, financial reports meet your preferences but maintain a default structure for easy navigation and reporting.

To modify your account selections, click Accounts in the Context pane of the report page and select the top account, for example, Assets or Liabilities, from the list of accounts. All descendants of the top account are displayed in the List of Accounts section of the report page.

To view all top-level account categories, that are relevant to the balance sheet, select Views > Balance Sheet.

To view selected accounts that are required for an income statement, select Views > Income Statement. The revenue and expense accounts are displayed.

When you customize your account selections, the changes are remembered until you navigate to the homepage or click Home. When you return to the homepage, your settings are reset to the default perspective.

When you export reports, the PDF and Excel files include the top accounts on the cover page. For example, if you select Assets and Liabilities, all their descendants are displayed in the grid. In the exported report, the report cover page lists both assets and liabilities. This provides clarity on the focus areas of your report.