Including custom account groups within a Report (Card)
Futrli allows you to create Custom Groups within an Account Group, making it easy to keep all Account Lines in order. This can be particularly helpful when creating Cards, meaning you do not have to search for multiple Account Lines you wish to show on the Card. In the following guide, we will run through the process of creating a Custom Group and then referencing it on the Card.
Locating the Chart of Accounts
To create a Custom Group, navigate to the Organisation section of Futrli, then click Settings adjacent to the Organisation in question:
Creating a Custom Group
Once in the Organisation’s Chart of Accounts, the five main Account Groups are shown, with individual Accounts listed below:
Adjacent to the Account Group in which the Custom Group will be built, click Create Group then name the group accordingly:
Once the Custom Group has been created, you will need to select the Accounts that will appear in it. To do this, click Re-order accounts to place the Chart of Accounts into editing mode:
Once in editing mode, you are able to click and drag the required Accounts into the Custom Group:
Once happy, click Save new order:
Reference the Group within the Formula Builder
Once your Custom Group is complete and saved, it is ready to be referenced in a Card. Select a Card, then click Report. To reference the Custom Group, you will need to use the Formula Builder. To access the Formula Builder, first click Add Formula:
In the top right of the resulting window, click Formula Builder:
Once in the Formula Builder, you need to name the Formula accordingly and then use the search box to search for the newly created Custom Group. Once you have found and added the Custom Group, you are able to select the format the data is shown as (Currency, Percentage or Margin) as well as the number of decimal places it will be shown in:
By default, the Card will automatically have Income selected. If you only wished to show the Custom Group, simply delete Income by clicking on the cross adjacent. Once happy, click Done in the top right of the box and your Card will be ready to view.