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When Primary Segment checkbox is checked and you generate rows, what it does is, it generate rows per primary account.
Follow the steps below on how to generate rows by Primary Account.
  1. Check Primary Segment checkbox.

  2. 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 primary accounts under the account type/s configured will be generated.

  3. 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.

  4. Click Ok toolbar button.
  5. This message is shown. Click OK button to bring you back to the Row Designer screen.
    Image Removed
  6. In the Row Designer screen, each row created will have have the following information.

    1. Row Type to show Filter Accounts.

    2. Row Name to show the Primary Account ID and Description.

    3. 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.

    4. Filter Accounts to show by Primary Account.

    5. Source to show Column.

    6. 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.

Expand
titleID is selected in Type field

Image Added

Here's how it will look like when generated. Primary Account matching the selected Account ID will be generated.

Image Added
Expand
titleGroup is selected in Type field

Image Added

Here's how it will look like when generated. All primary account under the selected Group/s will be generated.

Image Added
Expand
titlePrimary Account is selected in Type field

Image Added

Here's how it will look like when generated. Primary Account that matched the Primary account/s selected will be generated.

Image Added

Expand
titleLocation is selected in Type field

Image Added

Here's how it will look like when generated. All Primary Accounts created for the selected location will be generated.

Image Added
Expand
titleDescription is selected in Type field

Image Added

Here's how it will look like when generated. Primary Account that matched the selected account description will be generated.

Image Added
Expand
title18.1
When Primary Segment checkbox is checked and you generate rows, what it does is, it generate rows per primary account.
Follow the steps below on how to generate rows by Primary Account.
  1. Check Primary Segment checkbox.
    Image Added

  2. 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 primary accounts under the account type/s configured will be generated.
    Image Added

  3. 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.

  4. Click Ok toolbar button.
    Image Added
  5. This message is shown. Click OK button to bring you back to the Row Designer screen.

  6. In the Row Designer screen, each row created will have have the following information.

    1. Row Type to show Filter Accounts.

    2. Row Name to show the Primary Account ID and Description.

    3. 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.

    4. Filter Accounts to show by Primary Account.

    5. Source to show Column.

    6. 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
titleID is selected in Type field

Image Modified

Here's how it will look like when generated. Primary Account matching the selected Account ID will be generated.

Image Modified
Expand
titleGroup is selected in Type field

Image Modified

Here's how it will look like when generated. All primary account under the selected Group/s will be generated.

Image Modified
Expand
titlePrimary Account is selected in Type field

Image Modified

Here's how it will look like when generated. Primary Account that matched the Primary account/s selected will be generated.

Image Modified

Expand
titleLocation is selected in Type field

Image Modified

Here's how it will look like when generated. All Primary Accounts created for the selected location will be generated.

Image Modified
Expand
titleDescription is selected in Type field

Image Modified

Here's how it will look like when generated. Primary Account that matched the selected account description will be generated.

Image Modified
Expand
title16.1
When Primary Segment checkbox is checked and you generate rows, what it does is, it generate rows per primary account.
Follow the steps below on how to generate rows by Primary Account.
  1. Check Primary Segment checkbox.

  2. 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 primary accounts under the account type/s configured will be generated.

  3. 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.

  4. Click Ok toolbar button.
  5. This message is shown. Click OK button to bring you back to the Row Designer screen.
  6. In the Row Designer screen, each row created will have have the following information.

    1. Row Type to show Filter Accounts.

    2. Row Name to show the Primary Account ID and Description.

    3. 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.

    4. Filter Accounts to show by Primary Account.

    5. Source to show Column.

    6. 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
titleID is selected in Type field

Here's how it will look like when generated. Primary Account matching the selected Account ID will be generated.

Expand
titleGroup is selected in Type field

Here's how it will look like when generated. All primary account under the selected Group/s will be generated.

Expand
titlePrimary Account is selected in Type field

Here's how it will look like when generated. Primary Account that matched the Primary account/s selected will be generated.

Expand
titleLocation is selected in Type field

Here's how it will look like when generated. All Primary Accounts created for the selected location will be generated.

Expand
titleDescription is selected in Type field

Here's how it will look like when generated. Primary Account that matched the selected account description will be generated.

 

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