About accounts

A top-level HCL® Marketing Operations account represents a specific corporate general ledger account established by a finance department for the purpose of tracking and controlling expenditures and cash flows for a certain area of the business. Accounts may have subaccounts.

Key capabilities related to accounts include the following.

  • Defining a hierarchy of accounts and subaccounts.
  • Funding or allocating money to the account, at the beginning of a fiscal period, typically a year, revisited weekly, monthly, or quarterly.
  • Tracking estimated and actual withdrawals from those accounts, by time period.

You must have administrative privileges to add new accounts to HCL Marketing Operations.