Set Up Financial Groups

  • Navigate to -> Menu Category.
  • Select Accounting menu category.
  • Navigate to -> Finance -> Groups.
  • Click on -> Create button.
  • On click of create button redirect to Financial Group page.
  • Add Name.
  • Add Alias.
  • Select Parent field if required.
  • Set value for Nature of Groups field.
  • Click on -> ‘Save’ or ‘Save & Close’ button.
  • On details page of Financial Group Ledger and Group tab are visible.
  • Create Group from Group Tab as sub group.

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