How to set up and manage Reporting Structures

How to set up and manage Reporting Structures

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 consolidated reporting.

Finances > General Ledger > Reporting Structures

How do I manage reporting structures?

  1. Select the structure from the list, or click Create new to add one.
  2. Enter a name in Afrikaans and English.
  3. Link general ledger accounts to the structure using the arrows.
  4. Click Save.

Frequently asked questions

Can I create structures for separate reporting entities (e.g., hostel)? Yes. Create additional structures with their own linked GL accounts to report separately.

Does editing a structure affect historical reports? Changes apply going forward. Historical reports generated before the edit reflect the previous structure.

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