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- Check Full Account ID checkbox.
Image Added In the grid area, configure rows to generate. In this example, let's use Type. Use the Condition, Criteria and Criteria Between fields to configure account type/s. The accounts under the account type/s configured will be generated.
Image Added
- Use the Description field if you would like to overwrite the Account Description with another value . If you opted to do that, any value entered on this field will be shown on all rows generated. Else, leave it blank.
- Click Ok toolbar button.
Image Added - This message is shown. Click OK button to bring you back to the Row Designer screen.
Image Added - In the Row Designer screen, each row created will have have the following information.
Row Type to show Filter Accounts.
Row Name to show the Account ID and Description.
Balance Side to show the account's normal balance side. Debit if account is an Asset or Expense type and Credit if account is a Liability, Equity or Revenue type.
- Filter Accounts to show by ID
Source to show Column.
- Account Type to show BS if account is a Balance Sheet account or IS if account is Income Statement account.
Image Added
Here are illustrations when different Account options are selected to configure rows to generate.
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| title | ID is selected in Account field |
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 Image Added Here's how it will look like when generated. Account matching the selected Account ID will be generated.  Image Added |
| Expand |
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| title | Description is selected in Type field |
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 Image Added
Here's how it will look like when generated. Accounts that matched the account description will be generated.  Image Added |
| Expand |
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| title | Group is selected in Account field |
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 Image Added
Here's how it will look like when generated. All accounts under the selected Group/s will be generated.  Image Added |
| Expand |
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| title | Primary Account is selected in Account field |
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 Image Added
Here's how it will look like when generated. All accounts that matched the Primary account/s selected will be generated.  Image Added
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| Expand |
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| title | Location is selected in Account field |
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 Image Added
Here's how it will look like when generated. All accounts created for the selected location will be generated.  Image Added |
| Expand |
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| title | LOB is selected in Account field |
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 Image Added
Here's how it will look like when generated. All accounts created for the selected location will be generated.  Image Added |
| Expand |
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When Full Account ID checkbox is checked and you generate rows, what it does is, it generate rows per account id.
Follow the steps below on how to generate rows by Full Account ID. - Check Full Account ID checkbox.
 Image Modified In the grid area, configure rows to generate. In this example, let's use Type. Use the Condition, Criteria and Criteria Between fields to configure account type/s. The accounts under the account type/s configured will be generated.
 Image Modified - Use the Description field if you would like to overwrite the Account Description with another value . If you opted to do that, any value entered on this field will be shown on all rows generated. Else, leave it blank.
- Click Ok toolbar button.
 Image Modified - This message is shown. Click OK button to bring you back to the Row Designer screen.
Image Modified - In the Row Designer screen, each row created will have have the following information.
Row Type to show Filter Accounts. Row Name to show the Account ID and Description. Balance Side to show the account's normal balance side. Debit if account is an Asset or Expense type and Credit if account is a Liability, Equity or Revenue type. - Filter Accounts to show by ID
Source to show Column. - Account Type to show BS if account is a Balance Sheet account or IS if account is Income Statement account.
 Image Modified
Here are illustrations when different Account options are selected to configure rows to generate. | Expand |
|---|
| title | ID is selected in Account field |
|---|
|  Image Modified Here's how it will look like when generated. Account matching the selected Account ID will be generated. |
 Image Removed| Expand |
|---|
| title | Description is selected in Type field |
|---|
|  Image Modified
Here's how it will look like when generated. Accounts that matched the account description will be generated. |
 Image Removed| Expand |
|---|
| title | Group is selected in Account field |
|---|
|  Image Modified
Here's how it will look like when generated. All accounts under the selected Group/s will be generated. |
 Image Removed| Expand |
|---|
| title | Primary Account is selected in Account field |
|---|
|  Image Modified
Here's how it will look like when generated. All accounts that matched the Primary account/s selected will be generated.  Image Modified
|
| Expand |
|---|
| title | Location is selected in Account field |
|---|
|  Image Modified
Here's how it will look like when generated. All accounts created for the selected location will be generated. |
 Image Removed| Expand |
|---|
| title | LOB is selected in Account field |
|---|
|  Image Modified
Here's how it will look like when generated. All accounts created for the selected location will be generated. |
 Image Removed
|
| Expand |
|---|
|
When Full Account ID checkbox is checked and you generate rows, what it does is, it generate rows per account id. Follow the steps below on how to generate rows by Full Account ID. - Check Full Account ID checkbox.
In the grid area, configure rows to generate. In this example, let's use Type. Use the Condition, Criteria and Criteria Between fields to configure account type/s. The accounts under the account type/s configured will be generated.
- Use the Description field if you would like to overwrite the Account Description with another value . If you opted to do that, any value entered on this field will be shown on all rows generated. Else, leave it blank.
- Click Ok toolbar button.
- This message is shown. Click OK button to bring you back to the Row Designer screen.
- In the Row Designer screen, each row created will have have the following information.
Row Type to show Filter Accounts. Row Name to show the Account ID and Description. Balance Side to show the account's normal balance side. Debit if account is an Asset or Expense type and Credit if account is a Liability, Equity or Revenue type. - Filter Accounts to show by ID
Source to show Column. - Account Type to show BS if account is a Balance Sheet account or IS if account is Income Statement account.
Here are illustrations when different Account options are selected to configure rows to generate. | Expand |
|---|
| title | ID is selected in Account field |
|---|
| Here's how it will look like when generated. Account matching the selected Account ID will be generated. |
| Expand |
|---|
| title | Description is selected in Type field |
|---|
|
Here's how it will look like when generated. Accounts that matched the account description will be generated. |
| Expand |
|---|
| title | Group is selected in Account field |
|---|
|
Here's how it will look like when generated. All accounts under the selected Group/s will be generated. |
| Expand |
|---|
| title | Primary Account is selected in Account field |
|---|
|
Here's how it will look like when generated. All accounts that matched the Primary account/s selected will be generated. 
|
| Expand |
|---|
| title | Location is selected in Account field |
|---|
|
Here's how it will look like when generated. All accounts created for the selected location will be generated. |
| Expand |
|---|
| title | LOB is selected in Account field |
|---|
|
Here's how it will look like when generated. All accounts created for the selected location will be generated. |
|
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