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

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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.
    The 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 drop-down.
  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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