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  • Adding and deleting account-type groups

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  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 (Image Added) 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.

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  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 (Image Added). A confirmation message appears.
  5. To delete the group, click Yes.