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Tree Options

The Tree Options pane is one of the panes in the Finsyte Preferences dialog, opened from Help > Preferences in the Finsyte ribbon.

Tree Options preferences pane

OptionDescriptionDefault
Grouping LevelWhen utilizing Standard Report Templates, a tree structure of grouping levels for accounts is created based off the GL Account levels. This Grouping Level option indicates how expanded or collapsed a user would like their template to appear upon initial creation if the Enable Account Grouping checkbox is checked.1
Enable Account GroupingEnabling Account Grouping will ensure that outline levels (grouping) are displayed by default when a Standard Report Template is created. Unchecking this option will result in all accounts levels being displayed.Checked
Include Cumulative Translation Adjustment in Trial BalanceIncludes the row and formula for the Cumulative Translation Adjustment in the Trial Balance Template.Checked