Adding and deleting account-type groups

Account-type groups are used to group together similar accounts for reporting purposes. For example, you may want to create Banking and Fixed Assets groups within your Asset accounts.

To add an account-type group

1. Open the cashbook for the relevant business.
2. Go to Settings> Account List.
3. Locate the right account-type and click the Add account type group button () on the right.
4. In the field that appears, enter a name for the group and press ENTER. The group appears in the list.
5. Drag and drop the accounts that should be in this group, under the group heading.

To delete an account-type group

Note: Deleting an account group does not delete any accounts within the group.

1. Open the cashbook for the relevant business.
2. Go to Settings> Account List.
3. Click on the account-type group.
4. Click the Remove whole group button (). A confirmation message appears.
5. To delete the group, click Yes.