How To Add Account Groups And Accounts?

In order to use the budget module in TM Master you will first need to add your accounts. This is done in
the [Accounts] view found under the [Purchasing] module group. The [Account] module consist of two
parts, on the left you will find the account groups (or structure) on the right had side a grid that will list
your accounts. In the tree structure (or folder structure) on the left hand side two default folders can be
found. The folder “All accounts” (Blue folder) will list all existing accounts in the grid on the right hand
side. Selecting the folder “Ungrouped Accounts” (Green folder) will list any account that has not been
assigned to a group. Selecting any of the other groups (yellow folders) will list accounts found in the
selected group.

1. Click [Purchasing] → [Accounts]
2. To add an account group, click the [Add a root node to tree] button
3. Add the name in the small dialog that appear.
4. To add a subgroup to one of your account groups, you will need to select it and then click the
[Add sub node to selected node] button.
5. Add the name in the small dialog that appear.
6. To add an account, click the [New] button found in the top menu bar in top left corner.

Fig 2: Account form
7. Enter the “Account Name”, “Account Number” and select the account group you want the
account to be part of, by clicking the […] button at the end of the “group” field.
8. If The “Disabled” tick box is ticked the account will by default not be included when creating a
budget, and it will not be available choice when selecting accounts anywhere in TM Master.
9. The Account limitation check box “Direct order” if used will limit the accounts allowed used on
direct orders from the Unit/Vessel. If none of your accounts has this limitation turned on, all
accounts will be available when creating direct orders.
Tip: You can drag and drop an account or a selection of accounts from the right-hand side grid onto a
group in the structure in the left view to add or reassign the account to a group.
Tip: It is possible to edit account numbers and account names directly in the account grid on the lefthand side, by first clicking the toggle button [Edit in grid] found in the menu bar. In order to use this
function you will need the “edit in grid” user right for the budget module.