- Help Center
- Accounting
- Chart of Accounts
How to Add a Group in the Accounting Plan?
Sequence > Left Navigation Bar > Accounting > Accounting Plan
- Follow the above-mentioned workflow to land on the Accounting plan screen.
- Click the New account or group button. Doing so opens the New account or group popup.
- From the tabs listed atop, click Group.
- Here, enter the group number in the Group Number field. As you enter the number, the main accounts are populated in the Main accounts field in a read-only view.
- Enter the name of the group in the Group Name field.
- Select the type of group from the Type dropdown.
- Once the required information is filled, click the Add account button.