Manage Hierarchy

This action will display a dialog window with two main sections:

• A tree on the left representing the structure of the hierarchy, featuring a search facility and a toggle to show/hide member codes in the tree.
• A context-aware section on the right showing details of the selected member or selections of members.

Hierarchy Tree

The tree enables drag-and-drop functionality for members and provides a right-click menu for adding, editing, or deleting members. Specific rules apply to the tree regarding allowable drag/drop actions. For example, a roll-up cannot be made a child of a leaf.

Multi-select members

To select members for move actions, use the SHIFT + click modifier to select from one member to another, including all members between them, or the CTRL + click to add individual members to the current selection.

Edit Member

Right-clicking a member allows changing the name and code for a member.

Important Note:

Changing the code for a member may break existing reports that use this code in any xpna.MEMBER formula.

Member Information

On the right side, selecting a member displays its details. Depending on the hierarchy and the selected member, different details will be shown based on the attributes of the hierarchy and member.

Display As

The Account hierarchy has a special option for leaf level members, allowing users to set their display as either Debit positive or Credit positive. This toggles the presentation of numbers for this account as either Debit positive or Credit positive.

Note:

This option changes the natural sign of the numbers.

This is useful for accounts typically presented as negative numbers, such as liabilities, but are actually positive numbers in the accounting system.