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In addition to the main chart of accounts view, you can create different account views and print reports for these views. This is helpful if you created a highly structured chart of accounts with several levels of subheadings but need a simplified structure for your auditor or finance committee.

While keeping the chart of accounts structure intact, you can create custom views that display only the major headings. You can also choose to display first or second level subheadings, or create additional subheadings that only display in the custom view. Any structural changes made to a custom view do not affect the main view (for example, moving headings or accounts to a different subheading).

You can also copy an existing account view. This is helpful if you create a new view each year, depending on how ministries prefer to see reports. When you copy a view, you can make any necessary changes without having to completely recreate it.

Note

You cannot add or delete accounts from a custom view. You must add or delete accounts in the main view.

When creating a custom view, you can select which level of subheading displays in the view.

  • Account Type — A chart of accounts displays with only the major headings. The accounts listed in the main view remain under the proper heading. No subheadings display.
  • Subheading 1 — A chart of accounts displays with the major headings and level 1 subheadings. The accounts remain dispersed under the correct subheadings.
  • Subheading 2 — A chart of accounts displays with the major headings, level 1 subheadings, and level 2 subheadings. The accounts remain dispersed under the correct subheadings.

You can then add additional subheadings which only display in the custom view.

 To add a custom view
  1. Under Manage Records, click the Chart of Accounts tab.
  2. In the drop-down list, select Add/Edit Chart of Accounts and click Go .
  3. Click Change View, then Add.
  4. Enter a View Description.
  5. Select the New View's Subheadings, then click OK.
  6. Add additional subheadings to the view, as necessary, then rearrange accounts as necessary.
 To copy an account view
  1. Under Manage Records, click the Chart of Accounts tab.
  2. In the drop-down list, select Add/Edit Chart of Accounts and click Go .
  3. Click Change View, then Add.
  4. Enter a View Description.
  5. Select Copy From Another View, then select the view you want to copy from in the drop-down list.
  6. Click OK.
  7. In the General Ledger - Add/Edit Account Heading Views window, select your new view and click OK.
  8. Add additional subheadings to the view, as necessary, or rearrange accounts as necessary.
 To edit a custom view's description
  1. Under Manage Records, click the Chart of Accounts tab.
  2. In the drop-down list, select Add/Edit Chart of Accounts and click Go .
  3. Click Change View.
  4. Select the view that you want to edit and click Edit.
  5. Enter a new View Description, then click OK.
 To delete a custom view
  1. Under Manage Records, click the Chart of Accounts tab.
  2. In the drop-down list, select Add/Edit Chart of Accounts and click Go .
  3. Click Change View.
  4. Select the view that you want to delete and click Delete.
  5. When the confirmation message displays, click Yes.