How to Add a Group in the Accounting Plan?

Sequence > Left Navigation Bar > Accounting > Accounting Plan

  1. Follow the above-mentioned workflow to land on the Accounting plan screen.
  2. Click the New account or group button. Doing so opens the New account or group popup.
  3. From the tabs listed atop, click Group.
  4. 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.
  5. Enter the name of the group in the Group Name field.
  6. Select the type of group from the Type dropdown.
  7. Once the required information is filled, click the Add account button.