You may set up to two (2) Reporting groups for: 

1.Accounts - You may set up to two Reporting groups for your Accounts. Account groups allows you to group or categorise the accounts on which you would like to report. Each Account group need to linked to a Financial category to structure the options to view, analyse and print the financial reports (i.e. Trial balance, Income statement, Balance sheet, etc.). 

2.Debtors - You may set up to two Reporting groups for your Debtors. Debtor groups allows you to group or categorise the Debtors (customer / client) accounts on which you would like to report. These Debtor groups can be linked to each Debtor. 

3.Creditors - You may set up to two Reporting groups for your creditors. Creditor groups allows you to group or categorise the Creditor (supplier / vendor) accounts on which you would like to report. These Creditor groups can be linked to each Creditor. 

4.Stock - You may set up to two Reporting groups for your Stock items. Stock groups allows you to group or categorise the Stock items on which you would like to report. These Stock groups can be linked to each Stock item.

5.Documents - You may set up to two Reporting groups for your Documents. Document groups allows you to group or categorise the Documents (Invoices, Credit notes, Quotes, Purchases, Supplier returns and Orders) into further Reporting groups, on which you would like to report.

6.Salespersons - Salespersons added in the Salesperson option on the Setup ribbon, will automatically be listed in the groups. You may edit the salespersons in the groups. 

7.Projects - You may create Reporting groups for Projects. These Projects may be activated in batches and / or documents. Once the batches and / or documents are posted (updated to the ledger), you may generate reports for each Projects on the Sidebar of the "Projects" screen.

8.Cost centres - You may create up to two Reporting groups for Cost centres. These Cost centres may be activated in batches (journals) and / or documents. If you create only 1 Reporting group for Cost centres, only one (1) Cost centre group will be available in batches and / or documents. Once the batches and / or documents are posted (updated to the ledger), you may select to print reports for each Cost centre from the Reports menu.

9.Languages - The Language groups allows you to add Languages. These languages can be selected in the "Language" field on Access control (Standard security tab). It will add a Languages tab on the Stock items. 

10.Payment types - To be advised.


To add and set reporting groups:

1.On the Setup ribbon, select Groups. The "Groups - Account group 1" (default) screen is displayed:

setup-accounts-reporting-group