Accounts

The Accounts list displays the list of accounts calculated in Reporting Compliance and contains the following information for each account:

• Name: Freeform text field to give account a name.

• Description: Optional freeform text field containing additional information.

• Activity Type: Drop-down list containing the Activity types (Commission, Consulting Revenue, Hourly Wage, Salary Wage, Travel).

• Impact Type: Drop-down list containing the impact types [IS (Activity), IS (Cumulative), BS (Activity), BS (Cumulative), Stat (Activity), Stat (Cumulative)]. Impact Types have a direct impact on how Plan Data is calculated over time.

Accounts can be entered manually or imported using an Excel template. Click to download the Excel template. Once the template is updated, click to import the file.