Accounts module overview
The Accounts module contains accounts and cost centers grouped into a familiar tree structure. Finance or Accounting often use the Accounts module to review costs.
Create your account tree
Cost centers group accounts and can mirror the buildings and meters tree or your organization's financial structure. You can create multiple levels by adding cost centers under cost centers.
Types of accounts
Accounts can be vendor accounts or internal chargebacks accounts.
Example accounts hierarchy
Powerviews
Powerviews are the charts and graphs you see throughout UtilityManagement.
- For most charts you can download an image and the data that makes up the chart.
- It's easy to see the applied filters and know what data is included in the chart.
- A popover description next to the tile explains the chart.
- Date ranges in the footer make it easy to know what data is included in the chart.
Accounts module menu
Module menu information
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Settings |
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| Accounting | Manage fiscal year settings, calendarization method, and Accounting period names. |
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General Ledger Subcodes |
Edit the label and subcode type. |
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Custom Fields for Accounts |
Edit and create custom fields. |
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View your tree objects by their name, code, or both the name and code. The tree is listed in alphabetical order, each option lists the tree objects in a different order. This controls the tree view. |
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Display Name |
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Display Number |
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Display Name [Number] |
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Display Number [Name] |
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Show Inactive Accounts |
Show or hide inactive accounts in your tree view. |
You can hide the Accounts module from view by updating the role permissions. Only certain user roles can edit and manage accounts and cost centers.
Permissions
A report of user roles and their permissions is available for download on the Users and Roles page.
Custom user roles are created by administrators.