How To Add Account Groups and Subgroups

Here are the steps on how to add account groups and subgroups:

1. From General Ledger Maintenance menu, select Account Groups.
2. To add an account group, first select what type of account the group should be a part of from the Account Types area. Choose from Asset, Liability, Equity, Revenue, Expenses, Sales and Cost of Goods Sold.
   
3. Once you have selected the Account Type, click New toolbar button on the Account Groups form. The Account Subgroup form of the selected account type will open. The account type will automatically be a Parent Group.
   
4. Click New button to add subgroups for the Account Type, for this example, on Assets.
   
5. Click Save button to save all newly added groups.
   
6. Select one subgroup and click Edit action button. Another Account Subgroup screen will open. This time, subgroup added from the previous group will be the Parent Group. Add subgroups for the selected group.
   
7. You can also select account subgroups directly from the Account Groups screen and click New toolbar button. Account Subgroup screen will open showing the subgroup as the Parent Group.
   
8. Click New button to add subgroups and then click Save.
   
9. All the groups and subgroups added are displayed on Account Groups form in tree like format.