Account Group section user can set the Account group format of the Organization in it.
Account group is a summary of accounts based on criteria that effects how master records are created. An account group is a segregating or grouping the similar accounts in to single group.
Accoxi is most modern accounting software that provides easy and deliberate results for accounting. It provides the settings of Account Group and user can set the Account group format of the Organization in it.
Open the Accounts module, select the option Account Group and it opens to Accounts Group page.
It consist of various menus and it shows the details of Account Group with Account type.
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Fields |
Description |
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Filter |
Filter of Account group can be done in two ways-Either user can directly enter the account group name into the search bar near filter option or by clicking the filter drop down. The user can filter the data by selecting account type or by enter 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 using for the purpose of create a new Account group. By clicking the Add New menu, 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 export 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 page number in the box and clicking on Go button. It jumps to the said page. |
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Exit |
Exit menu is using for 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, user needs to select the type of account of the creating account group. By clicking on the select option, list of available account type will appear and user can select the required one. |
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Account Group |
User needs to enter the name of new account group on 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 page number in the box and clicking on Go button. It jumps to the said page. |
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Save |
After enter the whole details, click on the Save menu to create new Account group. |
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Cancel |
Cancel menu is for clear or removing the entire data that entered by the user and go to previous page. |
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Exit |
Exit menu is using for go to the previous page without saving the account group form. |