Add Account Groups

Sage ERP Accpac General Ledger 6.0

Add Account Groups

Before you start

  • If you use account groups, you must assign every account to a group. For accounts that do not have an assigned account group, the system leaves the account group blank, which is the Unclassified Account Group, as well as the default.

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.

  1. Tab out of the Account Group field.

  1. Type a description for the new group.

  2. In the Group Category field, select the category to use to classify this group of accounts in data snapshots.

  3. Click Add.

Additional information

  • One account group can be used by many accounts.

  • One sort code can be used by many account groups.

  • You cannot change the set of group categories that come with General Ledger.

  • You can use account groups whether or not you also use Financial Reporter's standard financial statements or data snapshots.

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

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