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Sage Intacct – Tips, Tricks and Components

Welcome to our repository of Sage Intacct insights, useful tips, and best practices that will allow you to leverage ERP technology. As your Sage Intacct consulting & implementation partner with 24+ years of experience, Greytrix specializes in offering the best suite of Sage Intacct services. Here, you will find informational blogs that will enhance your understanding and usage of Sage Intacct. Stay informed with our regular updates and expert insights!

Sage Intacct Account Groups Hierarchy Report

By Greytrix | September 29, 2020
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Sage Intacct Account Groups Hierarchy Report is different from other financial reports. This report is used to view the parent company and all its child companies at one place and also know how much is the total sales, profits and different child companies. It shows graphical representation of the hierarchy of account groups, which includes member account groups and their accounts. Account Groups Hierarchy Report helps to enhance our account visibility. The hierarchical organization of account groups is controlled via General Ledger.

Filter the Report

  • Using filter you can refine your report results.
  • Select any options to see specific set of account groups on the report i.e. either User Defined Account Groups or System Account Groups.
  • In account group type you can select different types of accounts.
  • Using Account group From – Account group To you can set range of Account group also you can select from account number – To account number.
  • Using format, you can set the layout of the report and arrange how to group and display the data contained in the report. Using Titles you can name your report.
  • Also you can Process, Run, memorize, export in Excel CSV and in Text format as well as you can View or generate the report in your choice of formats. You can add your report to Dashboard using Add to Dashboard button.

Accounts Group Hierarchy Report

The report lists the account groups and accounts in ascending order. Also in case any account group has no members then only that accounts are getting displayed and it help us to understand the groups that have not been mapped to another group.

Related Posts

  • Sage Intacct Financial Report
  • Sage Intacct AR Recurring Report
  • Vendor Exception Report in Sage Intacct
  • Sage Intacct Financial Report
Category: Sage Intacct Tags: account groups, accounting reports, hierarchy report, reports, sage intacct
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