Configuration: Account Groupings

Use the Account Groupings screen to group Balance Sheet accounts into categories according to the first three digits of the account number. This grouping is reflected on financial statements.

To open the Account Groupings screen, navigate to Configuration > General Ledger > G/L Accounts > Account Groupings.

The Description set up on the Add Account Grouping/Change Account Groupings screen prints when the first three digits on the account number change. The Descriptions set up on the Account 1st Digits screen print when there is a change in the first digit of the account number.

Topics in this section are:

• Adding an Account Grouping

• Deactivating an Account Grouping

• Screen Description

Adding an Account Grouping

1. From anywhere in IntelliDealer , navigate to Configuration > General Ledger > G/L Accounts > Account Groupings.
   

   The Account Groupings screen appears.

   

2. Click Need to create a new account grouping? Click here to add.
   

   The Add Account Grouping screen appears.

   

3. On the Add Account Grouping screen, enter a Grouping. The grouping code represents the first three digits of the last account number that falls in the group covered by the code.

4. Enter a Group Heading. The grouping heading used to represent the group of accounts.

5. Enter a Group Total Heading. The heading used to represent the account groupings total line. The total line describes the total for the corresponding account grouping.

6. Enter a Group Subtotal Heading. The heading used to represent the account grouping subtotal line. The subtotal line describes the total of all account groupings.

7. On the Add Account Grouping screen, click the Save button to save the new account grouping and return to the Add Account Groupings screen.
   - or -
   Click the Save & New button to save the new account grouping.
   The Add Account Grouping screen will refresh allowing you to add another account grouping without closing the screen.

Deactivating an Account Grouping

1. From anywhere in IntelliDealer screen, navigate to Configuration > General Ledger > G/L Accounts > Account Groupings.
   

   The Account Groupings screen appears.

   

2. Fill out the appropriate fields and click Go >>.
   

   The Account Groupings screen refreshes the displayed search results.

   
   
   

3. Click Grouping.
   

   The Change Account Grouping screen appears.

   

4. Select the Active for System the checkbox, removing the checkmark.

   Clear the Active for System checkbox.

   

5. Click on the Save button in order to deactivate the account grouping within the general ledger.

Screen Description

The sorting options on the Account Groupings screen are:

Sort by
Field	Description
Grouping	Sort the search results by account grouping.
Group Heading	Sort the search results by group heading.

The search fields on the Account Groupings screen are:

Field	Description
Select Grouping	Search for account groupings by entering the first three digits of an account grouping.
Select Group Heading	Search for account grouping code by entering a group heading.
Include Inactive	If selected, includes inactive account grouping codes within the search results.

The fields on the Account Groupings screen are:

Field	Description
Grouping	The grouping code represents the first three digits of the last account number that falls in the group covered by the code.
Group Heading	The grouping heading used to represent the group of accounts.

Data Source: PFWTAB

Security: 999 - Configuration

Revision: 2025.08