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Report Manager
Account Trees
Entity Groups
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Financial statements
Account trees
Lodestar reads only published versions. Drafts stay here until an approver publishes them.
+ New tree
All types
Income Statement
Balance Sheet
Custom
Any status
Has a draft
Live, no draft
Never published
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Account trees
›
…
▾
?
⋯
Version history
Discard draft
Delete tree
Push live
Publish
How account trees work
An account
class
is the leaf of the tree. Every account inherits its class's place.
Place a class:
drag it in from
Unplaced classes
, or tap it and pick a group.
Reorder or nest:
drag a group by
⋮⋮
, or a class line anywhere.
Override:
expand a class (▸) to see its accounts, then move one out (⤴) into another group.
Formatting:
hover or tap a line for
B
/
I
/ indent /
±
reverse sign (display only) / ⇅ flip sign (changes the rollup).
Edits save to a
draft
automatically. Lodestar reads only what's
published
, and only approvers can publish.
Push live
(approvers) refreshes Lodestar now, so published trees show in reports within minutes instead of after the next scheduled refresh.
Keyboard shortcuts
↑ / ↓ move between lines · → / ← expand / collapse
Alt
+↑ / ↓ reorder ·
Alt
+→ nest into the group above ·
Alt
+← move out a level
F2
rename ·
Insert
add sub-group ·
Delete
remove ·
Ctrl
+
B
/
I
bold / italic
Enter
on an unplaced class places it ·
Ctrl
+
K
jump to another tree
Got it
Structure
Unplaced
0
Checks
Unplaced classes
0
⚠ These classes have accounts in Acumatica but aren't in this statement yet.
+ Add top-level group
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Checks
Statement layout
Entity groups
›
…
▾
?
⋯
Version history
Discard draft
Publish
How entity groups work
Entity groups
are named sets of properties that any report can filter by.
A
hand-picked
group holds the properties you add: drag them in from
Portfolio
, or tap one.
A
rule
group (state / owner / ownership / status) includes every matching property automatically, including future ones.
A property can be in many groups. All groups are one draft and publish together.
Got it
Reusable segments
Entity groups
+ Hand-picked group
+ Rule-based group
All types
Rule-based
Hand-picked
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Group
Portfolio
Coverage
Portfolio
0
All states
All owners
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Coverage
