Creating a New Hierarchy

You can create a hierarchy for selected transactions and accounts. After you create a hierarchy, you define common settings for transactions and accounts, and you assign employees to the hierarchy. For example, you might create your hierarchy IDs based on a region, division, or business unit. For more information, see Hierarchy Settings.

Note:    The UNASSIGNED hierarchy exists for accounts that are open but are not yet attached to a hierarchy, or for accounts where transaction defaults have not been applied. The DELETED hierarchy houses all historical data that is no longer in use.

To create a new hierarchy:

1. Select Administration > Hierarchy > Manage.

2. Click Add and complete the following fields:

   Hierarchy ID

   Enter a unique hierarchy ID (maximum 20 alphanumeric characters) to identify the new hierarchy. An example may include a number that represents a specific cost center or department in your organization.

   Hierarchy Description

   Enter a description of the new hierarchy ID (maximum 40 alphanumeric characters).

3. Click Save.