Advanced Topics

Breadwinner Account Charts

5min

Please follow the instructions below to add the Breadwinner Account Charts to the Account Page.

  • After opening the Account Record, click the Gear icon on the right side of the screen.
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  • Select “Edit Page”.
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  • Go to the left side panel, select the Breadwinner Account Charts from the “Custom Managed” dropdown, and drag it to the desired position on the Account Page.
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  • Click on “Activation” and choose the Org default based on the requirement.
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  • Click on the “Save”  button to save the changes.
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If Custom Fiscals years are enabled, we are not supporting them in the Breadwinner Account Charts.



Updated 23 May 2024
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