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

  1. From General Ledger MaintenanceGL Account Detail menu, select click on  Group to open 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 area. Choose from AssetLiabilityEquityRevenue, ExpensesSales and Cost of Goods Soldand Expenses.
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  3. Once you have selected the Account Type, select an account group from the right panel. You can still select the account type itself from this panel.

  4. Click New click New toolbar button on the Account Groups formscreen. The Account Subgroup form Subgroup screen of the selected account type or group will open. The account type will automatically be a Parent Parent Group.
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  5. Click on the empty row of the grid Click New button to add subgroups for the Account Typethe selected type or group, for this example, on Assets.
    Image Removed Asset. And then enter the name of the subgroup you want to add.

  6. Click Save button to save Click Save button to save all newly added groups.
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  7. Select one subgroup and click Edit action click Edit action button. Another Account Subgroup screen Another Account Subgroup screen will open. This time, subgroup added from the previous group will be the Parent the Parent Group. Add subgroups for the selected group.
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  8. You can also select account subgroups directly from the Account Groups screen and click New click New toolbar button. Account Subgroup screen will open showing the subgroup as the Parent Group.
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  9. Click New button to add subgroups and then click Save.
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  10. Click on the empty row of the grid to add subgroups for the selected group and then enter the name of the subgroup you want to add. Click Save before closing the screen to save newly added subgroups.

  11. Click Refresh button to reload Account Groups screen and see the newly added groups.

  12.  All All the groups and subgroups added are displayed on Account Groups form screen in tree like format.
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