Financial categories (Action - Accounts)

Parent Previous Next

To link Groups to Financial categories using the Accounts screen:

1.On the Action ribbon, select Accounts. The Groups as created on Account groups screen Reporting group 1 will be listed in the Accounts screen.

2.Select "Financial categories" in the "Sort" field.

3.Select a Group and select a Financial category (i.e. Assets, Capital, Expenses, Income or Liabilities) from the list.

4.Click on the Save button.

5.Repeat the process for all the Account groups.

6.Once finished with Reporting group 1, select Reporting group 2 and repeat the link process.

The Save button will only be displayed (next to the Financial category name) field, once any  any changes are made.

You need to click on the Save button. If you do not do this, your changes will be lost.

Account groups - Reporting group 1 and 2 – The sequence in which the groups and accounts are listed, may be changed by selecting the groups on the list and use the Move up or Move down icons.  

Account group 1

Account group 2

Created with the Personal Edition of HelpNDoc: Free iPhone documentation generator