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.
Business Units as Rows
The Profit and Loss reports can be run as a hybrid of Accounts or Business units as rows for an Account Tree Level 1 header using the Row Data - ADVANCED setting. If you run Business units as rows in any of the sections of the P&L Report, then any remaining Account row data will be consolidated.
Additional Help
See these additional help notes for further information: