GL Account Groups
GL Account Groups sit between classes and accounts. A group gathers related accounts — current assets, fixed assets, direct costs — and determines how they are subtotalled on the balance sheet and profit and loss.
Where to find it
Go to Financial Statement > General Ledger > Settings > GL Account Groups.
Filter by Account Class and click Search to narrow the list.
Adding a New GL Account Group
Click Add New to open the popup.
| Field | Required | Description |
|---|---|---|
| ID | Yes | The unique identifier for the group. |
| Name | Yes | The group name shown on financial statements. |
| Account Class | Yes | The class it belongs to — assets, liabilities, income or expenses. |
| Parent Group | No | Where groups nest, the group above this one. |
Managing groups
| Action | What it does |
|---|---|
| Add New | Create a group. |
| Edit | Rename a group or move it to a different class. |
| Delete | Remove a group that holds no accounts. |
Moving a group to a different class moves every account inside it in the reports. It is not a cosmetic change — check what the group contains before reclassifying it.
Related pages
- GL Account Classes — the level above
- GL Accounts — the level below
- Chart of Accounts Import — loading the structure in bulk