Create Accounting Groups

Use the AR/AP Groups submodule to create accounting groups.

To use the AR/AP Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To create an accounting group:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create an accounting group.
3. In the left pane of the Settings screen, click Finance > AR/AP Groups.
4. On the grid toolbar, click .
5. In the Create New Accounting Group dialog box, enter a group code for the accounting group that you want to create and click OK.
6. You can edit the different fields by double-clicking on the corresponding field.