Overview
Calxa offers two main hierarchical structures for organizing data: Account Trees and Business Unit Trees. Both serve distinct purposes:
Account Trees: Represent your financial account structures.
Business Unit Trees: Allow for organizing operational data by business units or departments.
Both of these trees work in similar ways to be able to summarise under section headings that can be either expanded or contracted, depending on your requirements.
Best Practices
Plan Your Structure: Outline your trees beforehand to avoid redundant or conflicting structures.
Numbering of Headers gives the order for the reports: Use the numbers to give the required order, if required you can have a header for just one account or business unit to be able to order effectively for your reporting.
Use Unique Identifiers: Prevent errors during import/export processes by maintaining uniquely named headers.
Additional Help
See these additional help notes for further information: