Creating and managing Accounting Schemes

Adding Accounting Schemes

Before you can import any data from accounting into your cost control set, you need to define an accounting scheme.

Go to Settings (1), Accounting Schemes tab (2).

On the left you see your budget accounts along with the budget account numbers (3).

Create the first accounting scheme by clicking "+" (4)

Adding Accounting Schemes

Manage Accounting schemes

You can choose a name (1) for your accounting scheme that you have to select when importing later.

If you have the same account numbers in accounting like in your budget, press the "arrow" to the right of the name (1) to copy the numbers. Otherwise type in the account number for each budget account (2).

Most likely you will have one accounting scheme per accounting department or coproducer. Add or delete accounting schemes by "+" and "-" (3).

Click Ok (4) when you are finished. You are now ready to import compatible files to cost control.

Manage Accounting schemes