How to Add a Statistical Account?
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How to Add a Statistical Account?
- 1 Minute to read
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How do i add a stat account
Complete the steps below to add a statistical account:
- Navigate to Maintenance > Hierarchy > Hierarchy Management.
- On the Hierarchy Selection pane, select the Finance Hierarchies for Type, Account for Dimension, and Account for Hierarchy from the drop-down list.
- Click Apply Selection.
- Select a rollup node to place the new statistical account under that node in the hierarchy.
- Click Add.
The Add New Member pop-up appears.Note:If you have selected Read Mode as the default view, click Edit Hierarchy (on the top right) to view the Add icon. - Select the Node Type as Leaf Node and the Node Sub Type as Leaf Member from the respective drop-down lists.
- Click Add.
The New Member pane appears on the right side.
- Enter a Member Code and Member Name.
- Select a Rollup Operator from the drop-down list to apply at the Rollup level.
- In the Segment Properties section, select Statistical from the Account Group drop-down.
- Select Flow from the Account Type dropdown.
- 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.
- Click OK.
- Click Save.
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