Account Group section user can set the Account group format of the Organization in it.
An account group is a summary of accounts based on criteria that affect how master records are created. An account group is a segregating or grouping the similar accounts into a single group.
Open the Accounts module, select the option Account Group and it opens to the Accounts Group page.
It consists of various menus and it shows the details of the Account Group with the Account type.
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Fields |
Description |
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Filter |
The filter of the Account group can be done in two ways-Either users can directly enter the account group name into the search bar near the filter option or by clicking the filter drop-down. The user can filter the data by selecting the account type or by entering the account name. |
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Refresh |
If the latest data is not displayed, click on the refresh icon on the top right corner of the page to fetch the new data. |
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Add New |
This menu is used for the purpose of creating a new Account group. By clicking the Add New menu, a new window will open and the user needs to enter the details to the form to create a new Account group. |
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Export |
The Account group details can be exported to Excel format. Click on the Export button at the top right corner near the +New button. Select the file location and click on save. |
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Pagination control |
It controls the page navigation and the page size. Page size can be set to 10, 20, 50, or 100. And by giving the page number in the box and clicking on the Go button. It jumps to the said page. |
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Exit |
The exit menu is used to go to the previous page without saving the account group form. |
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Fields |
Description |
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Account Type |
In this field, the user needs to select the type of account of the creating account group. By clicking on the select option, a list of available account types will appear and the user can select the required one. |
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Account Group |
The user needs to enter the name of the new account group in the Account Group field. |
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Refresh |
If the latest data is not displayed, click on the refresh icon on the top right corner of the page to fetch the new data. |
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Pagination control |
It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. And by giving the page number in the box and clicking on Go button. It jumps to the said page. |
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Save |
After entering the whole details, click on the Save menu to create a new Account group. |
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Cancel |
The cancel menu is for clearing or removing the entire data that was entered by the user and going to the previous page. |
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Exit |
The exit menu is used to go to the previous page without saving the account group form. |