PS Help: Client Accounting Help
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Account groups

Statutory Reporter uses Account Groups to determine which account balances to display in each section of the financial statements and which notes to include by default.

Account groups allow modification of the contents of a report without modifying the report definition itself. This means that the same Master Level Report Definitions can be used to generate reports for a variety of client charts.

For example, if the Balance Sheet > Assets and Liabilities > Assets > Current Assets > Cash and Cash equivalents account group contain any accounts with non-zero balances, these account balances will be included in the Current Assets section of the Balance Sheet, as well as the Cash and Cash Equivalents Note. In addition, the Cash and Cash Equivalents accounting policy note will be displayed in the Statement of Significant Accounting Policies.

Related topics

Accessing account groups

Account Groups window

Configuring account groups
Related topics

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