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 Structures.

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. In the Description field, type a description for the new group.
4. In the Group Category field, select the category to use to classify this group of accounts in data snapshots.
5. Click Add.

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