Groups and Sections

What are Groups and Sections?

You build your plan with components, while the groups and sections are folders that help organise your plan.

A group encompasses the financial activities of the business. You can use a Brixx group to collate similar products or related costs. For example, you could create a group called “Shoe Sales” that includes all the different shoe types you sell. A group contains components.

 

groups and sections step 1

 

A section contains groups. You could have a section called “Sales” that contains the groups “Shoe Sales” and “Clothing Sales”.

 

groups and sections step 2

 

By organising your plan this way, when you go to your reports, you can click the arrows next to the top lines to reveal the structure. In this example, you will be able to drill down into “Cash received” on your cash flow to reveal the total of sales. Drill into sales and you’ll see the totals for “Shoe Sales” and “Clothing Sales”. Drill further into these groups and you’ll see the numbers for each individual product.

 

groups and sections step 3

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