Add Account Groupings/Change Account Groupings
Use the Add Account Groupings/Change Account Groupings screen to add a new account grouping or edit an existing account grouping.
To open the Add Account Groupings/Change Account Groupings screen, click a Grouping or the Need to add a new account grouping? Click here to add link on the Account Groupings screen.
The following fields appear on the Add Account Groupings/Change Account Groupings screen:
| 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. For example, the account grouping 123 would include all account numbers that start with values smaller than 123 (e.g. 100, 110, and 121) and larger than the previous grouping number listed. |
| Group Heading | The grouping heading used to represent the group of accounts. |
| Group Total Heading |
The total heading which will appear on the total line after the group of accounts. The total line describes the total for the corresponding account group. |
| Group Subtotal Heading |
The heading used to represent the account grouping subtotal line. The subtotal line describes the total of all account groups. A subtotal will be the total of the accounts within the selected groups. For example, group 123 total and group 150 total would equal the subtotal of all accounts within the two groups. |
| Active for System |
Controls whether the account grouping is active for use within the system.
|
The buttons complete work on the Add Account Groupings/Change Account Groupings screen are:
| Button | Function |
|---|---|
| Save | Saves changes made to the current screen you are on. |
| Copy | Copies the selected account grouping. |
| Save & Next |
Allows you to save any edits/changes made to the selected sales G/L account and scroll through to the next sales G/L account in the list to apply any edits/changes. This button appears only by accessing the Change Account Groupings screen by clicking on an Area. |
| Save & New |
Saves a newly added sales G/L account and refreshes the Add Account Groupings screen, allowing you to add another sales G/L account without closing the screen. This button appears only by accessing the Add Account Groupings screen by clicking the Need to create a new G/L account? Click here to add link. |
| Close | Closes the current screen you are on without saving and returns to the Account Groupings screen. |