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This report provides a view of the "Financial" or "Cost Pool" account hierarchies. These hierarchies are defined via the Admin >> Setup >> Accounts >> Edit >> Profile tab (where the parent account associations are established).
This report is available to users having one of the following roles: Administrator, P&R Administrator, AP Viewer, or AR Viewer.
This report is available with all Unanet editions.
Topics covered on this help page include:
Selection Criteria (options available to tailor report output)
You may also be interested in:
Setup Accounts (Admin Setup screens for Account information)
Organization Tree View (View a report of the Organization hierarchies -- Organization, Financials or Cost Pool org hierarchies)
Organization Edit (Organization >> Edit >> Financials tab -- screen where organizational hierarchies are established)
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Clicking on the Account Tree View item will present the user with a collapsed version of the Account list in a hierarchical representation, showing only the top level / parent organizations.
Using the various expand (
)and collapse (
) controls you can view the entire tree.
The tree view may resemble the following:
