The Expandable BizInsight GL Content Pack comes with five pre-built templates.

The templates rely on three table fields that have been added to the Expandable Chart of Accounts Editor to provide more account roll-up options (in addition to department, account and account type).

Before you can use the templates the new Group, SubGroup and Category Dictionary Tables need to be loaded and your Chart of Accounts must be coded with the appropriate Group, SubGroup and Category.

The Expandable Customer Support team can provide a script to load the Group, SubGroup and Category Dictionary Tables.  Once the script has been run to add the Dictionary Tables for Group, SubGroup and Category, you will need to code your chart of accounts according to specifications found in the BizInsight User Manual .

The Table Descriptions may be changed in the table value editor for RPT_GROUP, RPT_SUB_GROUP or RPT_CATEGORY.  If a new Table Value is added the BizInsight template will need to be edited.

The following illustrations provide examples of GL accounts coded with Group, SubGroup and Category (Category pertains to Operating expenses only).

Complete specifications for Coding your Chart of Accounts can be found in the BizInsight User Manual located in the Expandable Customer Resource Library, http://www.expandable.com/support-login.asp.