Exporting chart hierarchies

You can export a chart hierarchy for ease of maintenance. For example, modifying descriptions or creating a hierarchy for reporting.

  1. Select Application Administration > Financials > Global Ledger > Setup.
  2. On the Maintenance panel, click Finance Enterprise Groups.
  3. Open the finance enterprise group and click the Chart tab.
  4. Select a chart to export.
  5. Select Actions > Export To Upload.
  6. To filter the elements that are exported, you can specify a Custom Group, Summary Account, or Posting Account.
  7. Click OK.
  8. Modify the records to prepare them for upload.