Managing account groupings for your firm

Alerts and notices

You can use account groupings in AdvanceFlow to help you organize trial-balance activity. You can create account groupings at the firm level or at the engagement level, depending on your assigned security roles.

To create, copy, or delete account groupings or to manage how account grouping codes appear in AdvanceFlow lists, click the Administration button in the navigation pane and then click the Account Groupings button.

Note: AdvanceFlow limits the number of account groupings to 15 per engagement. This can include account groupings that you import from your firm or other engagements, or account groupings that you create within an engagement.

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