3 • Setting Up and Working With Accounts
Only the lowest level of the account hierarchy is
NOTE:
i
chargeable. This means that transactions can only be posted to
that account.
The following examples demonstrate some of the ways in which you
can structure your accounts.
•
When you create a top level account, you can charge funds and
pieces to that account. This is the working (chargeable) account
because at this point it does not have any subordinate accounts:
Example: Account - Engineering
•
If you create sub accounts for the original account, they become
the end links in the account chain and identify the departments
where you charge to:
Examples:
Account - Engineering, Sub account - Software
Account - Engineering, Sub account - Industrial Design
The original account now serves as an administrative account
that owns and contains totals for the lower sub accounts.
•
If you create subsub accounts for sub accounts, the subsub
accounts become the end links and identify the departments that
are charged for postage.
Examples:
Account - Engineering, Sub account - Software, Subsub account
- Software Testing
Account - Engineering, Sub account - Software, Subsub account
- Software Design
Account - Engineering, Sub account - Industrial Design, Subsub
account- Graphics and Layout
Account - Engineering, Sub account - Industrial Design, Subsub
account- User Friendly Testing
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