How to Add a Group in the Accounting Plan?

Left Navigation Bar > Accounting > Accounting Plan

Sequence comes with a default chart of accounts and groups, but if you wish, you can add new accounts or groups to manage your accounting more precisely.

1. Click on "Accounting."
2. Then, click on "Chart of Accounts."
3. Click on the arrows to display the groups and accounts in the chart of accounts.
4. Click on "New Account or Group" to create a new account or group of accounts.
5. Click on "Group" to create a new group.
   1. Enter the group number.
      
   2. Enter the group name.
   3. Select the group type.
   4. Click on "Add Group."
6. Repeat this step to create a new account:
   1. Enter the account number.
   2. Enter the account name.
      
   3. Select the currency.
      
   4. When finished, click on "Add Account."
7. You can now view the new group and account in the corresponding section of the chart of accounts.