Account rules

Security

Account rules specify the valid combinations of segment items that can be used to form the accounts that are automatically added to the chart of accounts in the Create Accounts process. This is the fifth, albeit optional, step in creating the chart of accounts.

If your general ledger is simple, you may not need to define any account rules, you can simply add accounts manually. If, on the other hand, you want all possible combinations of segment items to be valid entries in the chart of accounts, you don't need account rules either. Without account rules, the Create Accounts process will generate all possible combinations of segment items.

Example

Suppose you have five segments with the following number of segment items: 5 Stores, 5 Divisions, 20 Departments, 200 Accounts, 3 Ledgers.

With no account rules, ActivityHD would add 5 x 5 x 20 x 200 x 3 = 300,000 accounts to the chart of accounts.

Too many accounts makes the chart of accounts unwieldy and increases the potential for data entry errors.

If your organization is like most, your account generation needs lie somewhere between these two extremes. In that case, using account rules to narrowly define the accounts you want to generate makes perfect sense.

Extras\General Ledger\Import Account Rules.xls
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Account rules security

Common accesses available on account rules

Access A user with this access can...
Change Use the mass change action on account rules.
Custom Fields Create and edit custom fields for account rules.
Data Have read-only access to account rules from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete account rules.
Edit Edit account rule records.
Export Export account rule records from ActivityHD.
Import Import account rule records into ActivityHD.
New Create new account rule records.
Read Have read-only access to account rule records.
Report Run reports with account rule information.
Report Designs Create and edit report designs with account rule information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit action profiles and report profiles related to account rules.
Shared Filters Create and edit shared filters on account rules.
Visible View the Account Rules folder in the Navigation pane.

 

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