Accounts (Manage)
Accounts Page Overview (Manage)
The Accounts Page provides the most granular level information about a Bucket’s configuration. In this page, account data can be filtered , grouped and sorted by user defined fields.
Review Accounts
In Manage, select Buckets.
Choose the drop-down menu Budget Name and Role Name.
Select View Details of the Bucket you would like to review.
Select Accounts.
You may also filter accounts by Fiscal year.
Filter Accounts
In Manage, select Buckets.
Choose the drop-down menu Budget Name and Role Name.
Select View Details of the Bucket you would like to review.
Select Accounts.
Select Filter By.
Enter the filter requirements.
Select + Add Scope to add additional filters.
Select Apply Filter.
Filter Accounts Options
Fields
Account Code
Funds
Locations
Objects
Functions
State Code
State Description
*Account Types
Operator
*is
*is not
between
not between
starts with
ends with
does not start with
does not end with
matches
does not match
Value
Custom
*Expenditure
*Revenue
Account Type can be only be filtered by is or is not an Expenditure or Revenue account.
Group Accounts Options
Account Types
State Code
State Description
Funds
Locations
Objects
Functions
Export Bucket Account Details
In Manage, select Buckets.
Choose the drop-down menu Budget Name and Role Name.
Select View Details of the Bucket you would like to review.
Select Accounts.
Select Export.
The export will be sent to the email address associated with your account. Ensure that support@allovue.com is on your list of approved senders.