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You can set up an unlimited number of account groupings for a specific client, or you can set up account groupings for the firm and use them for multiple clients.

1. Open the Account Groupings screen using either of the following commands.
   • To set up account groupings for a specific client, choose Setup > Account Groupings, and then select the client in the upper-right corner.
   • To set up account groupings that can be used for more than one client in the firm, choose Setup > Firm Information > Firm Account Groupings.

     Note: If you set up a new firm account grouping, that account grouping will not be available to existing clients. It will be available to only new clients that you create after the firm account grouping.

2. Click the Add button.
3. Enter the name for this grouping (up to 50 characters) in the Account Grouping Description field.
4. In the Code grid, enter a code (up to 15 characters) and description (up to 50 characters) to include in the account grouping.
5. In the Subcode grid, enter a subcode (up to 15 characters) and description (up to 50 characters) to include for the selected code.
6. In the Category column, select and assign categories for each account grouping code. (The category assignments can be used to generate subtotals in the Account Groupings report.)
   
   

   Note: Because categories are based on the application's default Account Classifications, the Category column is not available for this account grouping.

   Category
   Current Assets
   Net Property and Equipment
   Non Current Assets
   Current Liabilities
   Long-Term Liabilities
   Equity
   Income
   Cost of Sales
   Operating Expenses
   Other Income
   Other Expenses
   Interest Expenses
   Provision for Income Taxes
   Memo

7. Repeat steps 4 and 5 to add an unlimited number of codes and subcodes for the account grouping.
8. Click Enter to save the account grouping.

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