Ledger set account levels

you can configure the account levels of the ledger set. You determine the level at which Profit displays a count in the balance sheet by means of the account level configuration.

To configure account levels:

1. Go to: Financial / Reporting / Configuration / Ledger set.
2. Open the properties of the ledger set.
3. Go to the tab: Account levels.
4. Click on the action: Generate account levels.

   You automatically add new account levels and new subtotals based on the current chart of accounts. This deletes account levels already existing.

5. In Number of positions in sub-total, enter the number of positions for the ledger account numbers.

   After the number of positions of the ledger account numbers, you generate a subtotal. If the number of positions you selected is 2, then Profit generates a subtotal every time the second position of the account number changes. For example, if the number of positions you selected is 1, then Profit generates a subtotal every time the first position of a ledger account changes. If you have an account number of 0900 and then 1000, Profit generates a subtotal after account 0900.

To add an account level:

1. Go to: Financial / Reporting / Configuration / Ledger set.
2. Open the properties of the ledger set.
3. Go to the tab: Account levels.
4. Click on: New.
5. In Account number to, enter the last account number for a count.

   If you enter an account number that does not exist, you see the count after the last existing ledger account.

6. Enter the code of the level in Account level code.

   You can enter 1 to 9. Here, 9 represents the highest possible level. When composing the counts in the balance sheet, Profit cumulates the balances of the accounts starting from the preceding same or higher level. This means that, at level 1, Profit totals up all balances from the ledger accounts starting from the preceding level 1 or higher. At level 2, Profit totals up all balances from the ledger accounts starting from the preceding level 2 or higher. In this process, Profit does not take the counts at the lower level into consideration.

7. Click on: Finish.

To view account levels:

1. Go to: Financial / Reporting / Configuration / Ledger set.
2. Open the properties of the ledger set.
3. Go to the tab: Account levels.
4. Open the properties of the account level.
5. Go to the tab: Accounts.

   You see the ledger accounts counted in the account level.