Account groups (Setup)

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To set reporting groups for General ledger accounts:

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

You may set different sequences for each reporting group in which the groups and accounts are listed on reports, etc.  This is done by selecting the groups on the list and use the Move up or Move down buttons.

Account group 1

Account group 2

2.If you wish to rename the Reporting group name - Account group 1, over-type the description with your new description. This will change the description of the button for Account group 1.

3.To add a new Group to the root directory or list, select the "REPORTING GROUP ROOT" on the list and click on the New button.

4.Enter the name of your Account group and click on "REPORTING GROUP ROOT" on the list.

5.Repeat the process until you have entered all the Account groups, etc.

6.If you need to add Reporting group 2 for Account groups, click on the Account group 2 button and repeat the process as for Account group 1.

7.Click on the OK button to save your changes and close (exit) this screen.

You may click on the Print button to print a list of your general ledger account groups.

You may set colors to display on the T-Account viewer. To do this, click on the Back color  button to set the rows background color and the Font color  button to set the Font color.

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