When you add a group, you need to map accounts to that group, so they display in that right group in the statement grid. You might also need to edit the account mapping for an existing group, if circumstances change. You can map accounts one at a time or map a batch of accounts at onceUnmapped accounts display in the Suspense row in your statement grid, as illustrated in the image below.
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If you want to add sub-dimensions (sub-categories) in the statement for your accounts, see Create a dimension. |
In the statement setup window, click the Accounts tab.
Search for the accounts applicable to the new group. You can search by code, name or other property, or enter an account range. You might find it useful to select the Hide mapped accounts checkbox to limit the number of accounts that display.
Click the number to the left of an account name to select that account or click and drag down the number column to select multiple accounts. The header on the Mapping column turns orange, indicating that it is
active.
Click the Mapping column header and select the required group from the list. If you selected multiple accounts, your group selection will apply to all those accounts.
Click Save
to return to the Statements window where you can continue to customize the financial statements or click Close > Yes to rebuild the database.