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    How to Add a Statistical Account?
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    How to Add a Statistical Account?

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    • PDF

    Article summary

    Complete the steps below to add a statistical account:

    1. Navigate to Maintenance > Hierarchy > Hierarchy Management.
    2. On the Hierarchy Selection pane, select the Finance Hierarchies for Type, Account for Dimension, and Account for Hierarchy from the drop-down list.

    3. Click Apply Selection.
    4. Select a rollup node to place the new statistical account under that node in the hierarchy.
    5. Click Add.

      Note:
      If you have selected Read Mode as the default view, click Edit Hierarchy (on the top right) to view the Add icon.
      Add New Member pop-up appears.
    6. Select the Node Type as Leaf Node and the Node Sub Type as Leaf Member from the respective drop-down lists.
    7. Click Add

      The New Member pane appears on the right side.

    8. Enter a Member Code and Member Name.
    9. Select a Rollup Operator from the drop-down list to apply at the Rollup level.
    10.  In the Segment Properties section, select Statistical from the Account Group dropdown.
    11. Select Flow from the Account Type dropdown.
    12. Choose either YTD (Year-to-Date) or MTD (Month-to-Date) in the Normal Data Input Type dropdown, depending on how you plan to input data.
    13. Click OK.
    14. Click Save.



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