Account Categories (Video)

Account Categories is a feature within Martus that allows you to group accounts for reporting purposes. With account categories, you can consolidate information on your Income Statement and other financial reports into a concise format that groups related GL accounts together.

Setting Up Account Categories

• Go to Setup > Account Categories, and click Add Category to create categories.
• To create child categories, select a Parent category. You can nest as many parent/children as needed.
• Drag and drop your categories to order them as needed.
• Once all your account categories are created, go to Setup > Accounts and change the Category of your accounts.
   

Changing the Order of Account Categories 

1. Create at least two account categories.
2. Click on the gripper (it looks like an 8 domino) to the left of an account category and drag it to the appropriate place.
3. Changes are automatically saved.

Note: In order to move an account category under a new parent (a category without any children), first edit one of the children and set the parent to the new parent. Then you can drag and drop under that parent category.

Using Account Categories

Account categories are used to group accounts for reporting purposes. You can select them as Rows, and also specify a specific category to view on most reports under Account Category. Additionally, use Account Categories in Load Second Dimension when Rows are set to a dimension. Account categories can also be used in Report Builder.

Account categories can also be used in Report Builder. 

The video below walks you through setting up account categories.
NOTE: This video does not yet demonstrate the more recent release of the ability to drag and drop categories.