Account Group

Account Group

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.

Account Group
Account Group (1)

Account Group in Accoxi

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.

Account Group 1

Click on the Settings menu on the top right side of the page. Then list of settings tab will open.

Select the option Account Group from Chart of Accounts option, then it opens to Accounts Group page.

Account Group

It consist of various menus and it shows the details of Account Group with Account type.

Account Group 2

    Fields

                          Description

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.

 

        

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. 

                      

 

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. 

 

                            

 

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.

 

                        

 

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.

 

 

Exit

Exit menu is using for go to the previous page without saving the account group form.

 

                                

 

Steps to add a New Account Group
  1. Click on the Settings menu on the top right side of the page. Then list of settings tab will open, select the option Account Group from Chart of Accounts option, then it opens to Accounts Group page.
  2. Click on the Add New menu on the top right side of the page, then it opens to new Account group form.
  3. Select the type of account on Account Type field, that the user want to create new Account group. By clicking on the select option, list of available account type will appear and user can select the required one.
  4. After select the account type, user needs to enter the name of new account group on Account Group field.
  5. After enter the whole details, click on the Save menu to create new Account group.

New Account Group

    Fields

                               Description

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.

     

Account Group

User needs to enter the name of new account group on Account Group field.

        

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. 

                      

 

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.

 

 

Save

After enter the whole details, click on the Save menu to create new Account group.

                              

Cancel

Cancel menu is for clear or removing the entire data that entered by the user and go to previous page.

                               

 

Exit

Exit menu is using for go to the previous page without saving the account group form.

                               

Frequently Asked Questions?

01How do I create new account group?

  • Click on the Settings => Accounts Group
  • Click the Add New button
  • A new window will open
  • Select the account type from the drop down list and  enter the Account Group name
  • Then by clicking save button user can create a new Account Group

02How do I edit the account group created?

  • Click on the Settings => Accounts Group
  • Click the edit option at the right end side of the corresponding created account group
  • Then user can edit the Account Type and Account Group name.
  • Then click update to Save the changes.

03How do I export account group data?

  • Click on the Settings => Accounts Group
  • Click on the Export button at the top right corner near the +New button in the account group settings window.
  • Select the file location and click on Save.