Adding User-Defined Accounts

User-defined accounts are accounts that customers can configure or add in supported account areas.

To add or configure a user-defined account:

1. In the Account View, navigate to or search for the account for which you want to add a user-defined account. Right-click the account, and then select Insert Child or Insert Sibling.

   Alternatively, you can select an existing editable account.

2. Select the newly added account, and then from Actions menu, select Properties.
3. Enter properties for the selected account. Properties vary depending on the account, and include:

   • Key

   • Name

   • Output Unit and Type

     • Currency (THOUSANDS / MILLIONS / BILLIONS / TRILLIONS)
     • Items
     • Percent
     • Days
     • Ratio
     • Ones

   • Measure Type

     • Flow (Input)
     • Flow (Calculated)
     • Balance (Input)
     • Balance (Calculated)
     • Rate (Input)
     • Rate (Calculated)
     • Ratio (Calculated only)
     • Discount Rate (Input)
     • Discount Rate (Calculated)

   • Weighted Average Based On (WTAVEKEY)

     Applies to rate-based accounts, such as:

     • Rate (Input)
     • Rate (Calculated)
     • Discount Rate (Input)
     • Discount Rate (Calculated)

   • Formula

     Available for calculated types.

   • Forecast Method

     Available for input types.

4. Available for input types: Click the Forecast Method icon and then enter Forecast Method details.
5. Available for calculated types: Click the Formula Builder icon and then enter the formula on the Formula Builder page.
6. Click Apply.