Group

Group

The account group is a summary of accounts.The account group also defines the set up when creating a G/L account in the chart of accounts. The account groups are entered in Customizing per chart of accounts.Basically Group can be defined as Primary Group or Sub Group.Primary groups will directly come under Asset,Liability,income and Expense category,user can create subgroup under this primary groups as per chart of accounts.

Roles

Finance Admin

Path

Accounting » Accounting Configuration » Groups

Terminologies Used

• Asset :
• Liability :
• Income :
• Expense :

Pre-Requisite

• Finance Policy must be created
• Finance Admin Role to User

Inputs Needed

• Group Name
• Nature of Group (Primary/Sub Group)
• Parent Group

Functionality

1. Able to Add/Edit/Delete Group and Subgroup
2. Able to Upload Groups using Excel
3. Able to export/Print Group details in Excel Format

Step by Step

1. Add/Edit/Delete Group

2. Upload Groups Using Excel

3. Export/Print Group