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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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Follow these steps to create codes, subcodes, and categories for the grouping schedules. Although grouping schedule codes, subcodes, and categories are established on a client-level basis, they can be transferred to a new client.

1. Choose Setup > Grouping Schedules.
2. In the Grouping Schedules list, highlight the grouping schedule to which you want to add a code.
3. Click the Edit button.
4. To customize the Grouping Schedule's description, enter a new name in the Description field.
5. Enter an alphanumeric code of up to 11 characters in the Code field and a description of up to 25 characters in the Description field.
6. Click the button to enter an optional subcode.
7. In the Grouping Schedule Subcode dialog, enter an alphanumeric code of up to 5 characters in the Subcode field and a description of up to 25 characters in the Description field.
8. Assign a category to the grouping code from the drop-down list in the Category column. The category assignments can be used to generate subtotals on the Grouping Schedule Report.
9. Click OK to save your changes and close the dialog.
10. In the Grouping Schedules dialog, click the Enter button to save your changes and return to Browse mode.
11. Click Done to close the Grouping Schedules dialog.

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