A top-level Unica Plan account represents a corporate account that is established by a finance department for tracking and controlling expenditures and cash flows for specific areas of the business. Accounts can have subaccounts.

Key capabilities that are related to accounts include the following items:

  • Defining a hierarchy of accounts and subaccounts.
  • Funding or allocating money to the account at the beginning of a fiscal period (typically a year), which is 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 Unica Plan.