It allows detailed entities to be bound to a specific type of balance.
The management view uses the type of balance specified in the report parameter it is used.
To obtain the transactions from an accounting entity, within a period, you can use the formula "Movimento". |
Procedures
1. To register a management view, access the routine.
2. Click Add.
3. In the screen displayed, fill out the fields regarding the management view being created.
The information entered is viewed as main item in the tree structure.
Management view structure register is comprised by summarized and detailed accounts associated to their superior accounts (summarized).
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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.
5. You must add summarized accounts with their respective detailed accounts.
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.
The panel on the right of the screen is updated according to the item positioning in the tree, and displays information of the account. |
See Also
Reports suitable to this functionality:
