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, click the G/L Account tab on the General Ledger list of the Configuration Quick Links screen and select Account Groupings from the drop down list.
The Description set up on the Add Account Grouping/Change Account Groupings screen will print when the first three digits on the account number is changed. The Descriptions set up on the Account 1st Digits screen will print when there is a change in the first digit of the account number.
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. |