Assigning or creating account grouping codes from within a trial balance

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  1. Click the Trial Balance tab.
  2. Click the Account Groupings button in the ribbon.
  3. Click the applicable account grouping schedule to view the codes and subcodes.

    Note: For a complete list of AdvanceFlow account classification codes, see the Default account classification codes in AdvanceFlow topic.

  4. Do one of the following.
    • To add an account grouping code: Click the Add Add button button in the left pane.
    • To add a subcode: Select an account grouping in the left pane and click the Add button for the right pane.
  5. Enter the code and description in the provided fields and then click the Save button.
  6. Click OK to close the Account Groupings dialog.

Related topic: Managing account groupings for your firm

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