Manual lists

A manual list lets you select specific accounts or accounting units. Manual lists are not based on attributes. For example, you can select individual accounting units without identifying an attribute that is common to all of them. The only members of a manual list are those you define.

Unlike automatic lists, manual lists are not updated dynamically. Any changes to the list, such as adding or removing accounting units, must be done manually. For these reasons, manual lists are not often used to create large lists.

You can convert an automatic list to a manual list. A common practice is to create an automatic list first, convert it to a manual list, and then manually add or remove a few select accounting units. This process can provide a helpful tool for what if analysis.

For example, ABC Company is planning to reorganize their regions. They want to move some accounting units from the eastern and western regions to the central region. They might convert an automatic list of all stores (accounting units) in the central region to a manual list. They could then add or remove individual stores to see the impact on numbers for the region.

You cannot convert a manual list back to an automatic list.