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Administrator Guide
Last Updated: 2024-09-20
Steps: Create and Organize Ledger Accounts in AP&C

Steps: Create and Organize Ledger Accounts in AP&C

Build your ledger accounts and their hierarchical relationship in Adaptive Planning and Consolidation (AP&C) to establish your chart of accounts as well as an aggregate of accounts. You can then use your ledger accounts and chart of accounts for financial reporting.
  4. (Optional) Set up approval amounts for each account.
  5. Establish hierarchical relationships between ledger accounts.
  6. (Optional) Restrict ledger accounts to members of security groups.