What is the Account Structure Page
The Account Structure page displays the YTD data of CANs included in the view selected. CANs are organized into summary accounts and the data from the CAN level is summarized to the top Summary Account level. You can use the account hierarchy to drill into a summary account to the CAN level.
How to Access the Account Structure Page
By default, the Account Structure page is the homepage when logging into Beacon Finance. If you are on another page in Beacon Finance, click the Accounts tab to navigate back.
Filters
There are three basic filters you can use to edit the data on the screen
1. FY: This filter determines the FY data
2. View: This filter determines the View. The View impacts the CAN's available and the account hierarchy
3. OO+PS: Other Objects and or Personnel Services
How to Search for Accounts
Use the search bar and type the account number or account name that you are searching for. As you type a "Go To Results" button will appear that identifies the number of matching records. Click Enter or the Go To Results button to open the search results. Click on the account from the drop-down list and the system will find and highlight the account in your view.
How to Open and Close Accounts
Open or close a single folder by clicking the folder icon found to the left on the account name
To open or close all accounts in the view click the open or close all folders icons
How to Edit the Columns Available on Screen
Click the Edit Columns Icon to open the edit columns modal.
This will open a modal with all displayed columns on the left and available columns on the right. Drag and drop columns from the right side to the left side to add columns. Drag columns from the left side to the right side to remove columns. Drag and drop columns on the left-hand side up or down to reorganize the order of columns.
Quicklinks
Right-click an Account Title to open quick links to other pages in Beacon Finance for the account selected.
Options include the Open Commitments Page, Projections, Transactions, and to Edit the Account in Admin.
If you checkmark multiple accounts then you will have the option to open the Transaction page with multiple accounts selected. This, however, does not impact the other navigation options. For Open Commitments Projections and Edit and Account, you will navigate to the first account check marked.
How to Link Accounts to Excel
Linking an Account to Excel allows you to leave the CAN parameter blank in your Excel formula for a report. When you link an account to Excel you do not need to specify the account in your Excel Formulas and can use the "Get Next" function to reload the Excel report with the next account linked.
To link an account checkmark the Accounts you want to link to Excel and Click the Excel Add-In button
This is not required for your Excel reports to function properly or to refresh new data. You can use the Excel Add-In without linking to an account by entering a value for the Account parameter in your formulas.