The Account Sums summarize the expenses for any number of accounts, by assignment, into one column on a user report. The Account Sums screen can be found in the configuration tab, or through the global search feature.

Click on

to create new account sums, and

to edit existing ones.

To include an account in the Account Sum screen, tick the check box on the left side of a corresponding account.

All accounts can be selected for the account sum by clicking

and deselected by clicking

.

To create an account sum that would represent the total cost of a relocation, the filters on the Expense Criteria page should reflect the following:

If Manual TA or WH is being utilized for the account sum, then only the prompt for the Blank Payroll Date should be set to <ALL>.

To learn more about configuring filters on the Expense Criteria Tab and working with Voucher Settings, check the following articles:

Account sums can be included in user reports through including the Assignment table either as the Base Table or as an Additional Data Source in its corresponding user report type.

To learn more about adding account sums to user reports, click here.