November 16, 2009

gptip42day - FRx Account Sets

If you use a lot of the same formulae in your FRx row formats, you might want to take a look at using Account Sets.  These can make setting up your row formats quicker and easier.  Here's how they work . . .

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Here is the GL Account Links row definition window using the standard row formula method.  This is all well and good if you'll only use this forrmula in one report.  However, if you'll use this formual in multiple row formats, then it makes sense to save it as an Account Set.  To do so, just click on the Account Sets 'Save As' button.  The 'Save As Account Set' window opens.

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Give the Account Set a name and a description and click 'OK.  The GL Account Links window opens.  Note that the individual account ranges are replaced with your new Account Set name.

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That's all there is to it!  Now when you create a new row format in which you need the same accounts on a particular row, just pull the Account Set into the Account Links window instead of typing all those individual accounts in again.

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