Create an account group

Before defining account groups, identify the accounts that will be used for project-related transactions.

You should exclude customer ledger accounts (accounts debited by project invoicing) and supplier ledger accounts (accounts credited by supplier invoices).

1. Go to the Account groups (PM201000) window.
2. Click .
3. In the Account group ID field, enter an ID for the account group you want to create.
   You can use up to 10 characters, both letters and numbers. It must comply with the ACCGROUP segmented key.
4. In the Type field, select the account type of the account group.
   The type of group should be the same as the type of general ledger accounts included in the group.
   An off-balance account group cannot include any general ledger account.
5. In the Description field, enter a short description of the account group.
6. On the Accounts tab, click .
7. In the Account field, select an account.
8. Repeat steps 5 and 6 to add more accounts to the account group.
9. Click .