Reporting Structures is a multifunctional finance feature. By default it shows your budget information, and you can edit budget categories and their linked general ledger accounts. You can also create additional structures — for example, separate structures for a hostel, preschool or aftercare — choosing which accounts appear in each. When printing a Structure report, data is displayed in an Income Statement view.

Finances > General Ledger > Reporting Structures

• Note: You cannot capture a new budget here. For budget entry, go to Finances > Budget > Annual Budgets.

How do I add a reporting structure?

1. Click Add.

2. Enter the reporting category name in both Afrikaans and English.

3. Select All to allow the system to flag any accounts not yet linked (a task will appear at My Home > My Tasks).

4. Set the structure as Active or Inactive.

5. Under Reporting Account Type, choose the account types to include (income, expense, balance sheet, etc.).

6. Click Submit.

How do I edit a reporting structure?

1. Click on the reporting structure and click Edit.

2. To add account types, move selected types from left to right. To remove, move from right to left.

3. Click Submit.

How do I manage categories within a structure?

1. Select the structure and click Manage categories.

2. Select the reporting category you want to manage.

3. Click Add to create a new category, or select an existing one to Edit or Delete it.

4. Enter the category name in Afrikaans and English.

5. Choose the account type to link.

6. Select the general ledger accounts on the left and move them to the right to link them. To unlink, select accounts on the right and move them to the left.

7. Click Submit.

Frequently asked questions

When would I create a separate structure?

Separate structures are useful for schools that run a hostel, preschool or aftercare, where you want a distinct income/expense view for each entity. You link only the relevant accounts to each structure.