View accounts that roll up to an account

You can view the accounts that roll up to another account.

Before you begin

Role required: financial_analyst or financial_mgmt_admin

Procedure

  1. Click the information icon (The information icon) on an account. The account summary window appears, showing you:
    The account summary window appears, showing you:
    • The total amount of money currently assigned to this account.
    • The buckets that contribute expenses to this account.
    • The method that this account uses to roll up to the parent segments.
    • The accounts that roll up to this account.
    • The accounts that this account rolls up to.
  2. To see the buckets that are allocated directly to this account, click Show allocated buckets.
  3. Click the Accounts Rolling Up tab if it is not selected.

    You can see the accounts that roll up, and the buckets that comprise the Total expenses for the account.

    Figure 1. An example Finance Account with accounts rolling up to it
    An example account
  4. Click the information icon to view an account that rolls up or a bucket.
  5. To sort the list, click the gear icon and choose the number of items per page and specify how to sort the items.