Creating Accounts Group
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When you need to add a new classification, you can create a new account group within the Chart of Accounts.
Creating Accounts Group
- Go to the "Accounting" module.
- Open the "Chart of Accounts" page.
- Click on the "+" icon until you reach the group where you want to add the new group.
Note: You cannot create an account group inside an account. The system only allows creating groups within groups or adding accounts within a group.
- Select the group.
- Click on "New Node".
You will be automatically redirected to the "Nodes" page.
- Enter the new group details, such as (Description, Alias, etc.).
- Click on "Save".
Note: If the group already contains accounts, you won’t be able to create a new group within it. In this case, you can create a new group at a higher level, then add subgroups under it and move the accounts to them through the "Re-locate accounts" page.
Frequently asked questions
Can I create a new group inside a group that already contains accounts?
If the group already contains accounts, you won’t be able to create a new group within it. In this case, you can create a new group at a higher level, then add subgroups under it and move the accounts to them through the "Re-locate accounts" page.
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.