The Best Practice in Financial Control - EPM, CPM, Budgets, Reports, Plans, Dashboards, KPI Management, Scorecards & Consolidation

User Tools

Site Tools


Step 3. Configure hierarchies (base hierarchy exists but it’s a single level)

  1. Dimension → Account → Hierarchies → simply drag & drop to configure its structure. (Mandatory, account structure is crucial to verify numbers with your ERP system.)
  2. Dimension → Account → Hierarchies → Verify BalanceSheet structure and IncomeStatement structure
  3. Other GL segments (highlighted in red box above) → Hierarchies → simply drag & drop to configure their structures (Optional)
  4. Please CheckOut first. After editing, remember to Save & CheckIn.
pcfinancials/tech/installguide/basicconfig3.txt · Last modified: 2015/07/20 08:35 by pcevli