Account Structure
The Account Structure page is, by default, the first page users see when logging into Beacon Finance. On the Account Structure page, users will find the YTD total amounts associated with each of the accounts in the currently selected view. This screen also functions as a home base users can return to at any time when manipulating the Beacon Finance system.
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 summa...
Mon, 2 Oct, 2023 at 4:25 PM
Every user can create their own Account custom view using the Ad-Hoc Accounts tool. This video and subsequent article detail how to create a custom view. ...
Mon, 2 Oct, 2023 at 4:20 PM
The Column Preferences option lets you customize your Account Structure screen by adding or removing columns, re-ordering your columns, and creating cust...
Mon, 23 May, 2022 at 3:18 PM
A View in Beacon Finance refers to a hierarchy of accounts. Each IC has a "Master View" which contains every CAN at the IC. In Beacon Financ...
Mon, 23 May, 2022 at 3:21 PM