You can create a, accounts sheet to create new company account codes and capture and view company level cost.
To create an accounts sheet
- In User Mode, go to the Company Workspace tab and click Cost Manager > Accounts Sheet in the left Navigator. The Accounts Sheet log opens. You can have one accounts sheet per company.
- Click New. The Properties window opens.
- Complete the General tab.
- Title: This will be displayed in the log
- Description: Enter an optional description
- Display Mode: Choose Flat or Tree. Account codes are segmented, similar to CBS Codes. You can switch between Flat or Tree at any time. The same data is displayed in Tree or Flat structure.
- Default View: You may choose either or both of the Default View checkbox options:
- Open in maximized view: when the sheet is opened, it will automatically open maximized, or full-screen
- Open in split mode: when the sheet is opened, it will automatically open as split (same as clicking the Split button)
If these options are not selected, the accounts sheet will open by default to a size slightly smaller than the Unifier screen, and not split. The window can be resized by clicking the Minimize or Maximize/Restore buttons in the upper right corner of the window, or by dragging the edges of the window to the size that you need.
- Click OK. The new accounts sheet appears in the log.
To open the company accounts sheet
- In User Mode, go to the Company Workspace tab and click Cost Manager > Accounts Sheet in the left Navigator.
- Select the accounts sheet in the log and click Open, or double-click the sheet to open it. The Accounts Sheet opens. You can do the following:
- Add rows (account codes) or columns
- Resize the window as needed (click and drag the sides)
- Split the screen vertically, which is useful for viewing columns or entering data while keeping the account codes in view (click the Split button)