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The management view uses the type of balance specified in the report parameter it is used.
Note: To obtain the transactions from an accounting entity, within a period, you can use the formula "Movimento". |
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Procedures
1. To register a management view, access the routine.
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The information entered is viewed as main item in the tree structure.
Important: Management view structure register is comprised by summarized and detailed accounts associated to their superior accounts (summarized).
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Important: In order to use this functionality, you must register detailed entities of management views with the content "*" (asterisk) in the column Balance Type of detail lines of such entities. |
4. Select the main item (management view), click Add and create a structure.
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6. Note that there will be ramification in the tree generated in association of accounts with management view and also detailed accounts related to their respective summarized accounts.
Important: The panel on the right of the screen is updated according to the item positioning in the tree, and displays information of the account. |
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See Also
Reports suitable to this functionality:
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