Reference
What your Hubviz plan includes for accounting
What each Hubviz plan has for accounting: financial statement on all plans; accounting data, ready-made dashboard and departments on Professional and Business.
Accounting in Hubviz has two parts. The financial statement chart, like an income statement, works on every plan. Accounting data and the ready-made accounting dashboard are only on the Professional and Business plans. This page shows what each plan has and where to find each thing.
What each plan has
| Feature | Essential | Professional | Business |
|---|---|---|---|
| Financial statement chart in Hubviz Studio | Yes | Yes | Yes |
| Accounting data: chart of accounts, trial balance and ledger | No | Yes | Yes |
| Trial balance upload in Hubviz Web | No | Yes | Yes |
| Ready-made accounting dashboards | No | Yes | Yes |
| Department filter on dashboards | No | Yes | Yes |
| Switch between the Hubviz chart of accounts and the company’s | No | Yes | Yes |
| Mention the chart of accounts, trial balance and ledger in the AI chat | No | Yes | Yes |
To check your plan, see Plan and billing.
Financial statement: all plans
The Financial Demonstration chart is built in Hubviz Studio, line by line, with your cubes’ measures. It does not use accounting data: it works with any source, on any plan. See Financial statement.
Accounting data: Professional and Business
Accounting data is the company’s chart of accounts, trial balances and ledger. You upload it in Hubviz Web, on the Data Lake screen, the same way as in HubCount.
- In Hubviz Web, open the project and click the gear in the dashboard header.
- Click DataLake - Data Management.
- On the Balance Sheet tab, click Add Trial Balances. The button only enables for people with upload permission.
- In the Uploading Balance Sheets window, choose the way to upload and follow the step by step.
The window offers three ways to upload:
| Way | When to use |
|---|---|
| Upload via File | You have the trial balance in a spreadsheet. Use Select the Trial Balance Template and download the template with Download The Model. |
| Upload via ECD | You have the digital accounting bookkeeping file. |
| Upload via Ledger | You have the ledger. |
When you check the option to link departments, the trial balance must report the departments in the matching column. When selecting this option, the balance sheet must correctly report the departments in the column to link them.
The Data Lake screen in Hubviz shows only the accounting part, with the Balance Sheet, From to and Account Plan tabs. While there is no trial balance, it warns: Without accounting data available, upload trial balances to view the data.
Ready-made accounting dashboard
On the Professional and Business plans, the Choose dashboard list brings ready-made accounting dashboards, like Only Accounting, next to the project’s dashboards. On Essential, the list brings only the project’s dashboards. See Navigate dashboards.
Departments
With accounting data, the dashboard header gets the Filter By Department. It lets you pick one or more departments to refine the report. Departments come from the trial balance. On Essential, it does not exist.
Hubviz and company chart of accounts
In a series’ detail, the Professional and Business plans show a selector with HubCount plan and Company plan.
Frequently asked questions
Do I need Professional to build an income statement? No. The Hubviz Studio financial statement works on every plan, because it is built with your cubes’ measures.
Did I lose the accounting dashboards when I moved to Essential? Essential does not show the ready-made accounting dashboards. The dashboards you created stay.
Can the AI assistant see the trial balance? On the Professional and Business plans, when you mention objects with @, the list also brings the chart of accounts, the trial balance and the ledger. See Ask the assistant.