Adding Account Groups

If you use account groups in General Ledger, you must assign every account to a group.

Note: The system assigns the Unclassified account group to accounts that use a blank account group code.

To add your own account groups:

1. Open General Ledger > G/L Setup >  Account Groups.

2. In the Account Group field, enter up to 12 characters to define the account group code.

   The code can consist of alphabetical or numerical characters, or a combination of both.

   The standard account groups are numbered 01 to 26. You can continue the sequence, or create a different set of codes.

3. The system automatically replicates the new Account Group code in the Sort Code field.
4. In the Description field, type a description for the new group.
5. In the Group Category field, select the category to use to classify this group of accounts.
6. Click Save.

Last published: 4/8/2016