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GL Acc Code Grouping

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GL Acc Code Groupings provide a simple way to bundle similar items together for reporting.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

Grouping Setup

Go to Setup > Lookup Tables > Grouping.

  1. Select Add.
    Annotated screenshot of the Grouping screen in RMS highlighting the add grouping icon
     
  2. Select the Grouping Type GL Acc Code.
  3. Enter the Grouping Heading.
  4. Select Save/Exit.
    Annotated screenshot of the Add Grouping window in RMS highlighting the Heading For dropdown set to G/L Acc Code, the Heading field and the save icon
     

Assign the Grouping

Go to Setup > Accounting > GL Acc Codes.

  1. Select Edit next to an existing GL Acc Code.
    Annotated screenshot of the G/L Acc Codes screen in RMS highlighting the Grouping column showing assigned groups
     
  2. Select the Grouping.
  3. Select Save\Exit.
    Annotated screenshot of the Edit G/L Acc Code screen in RMS highlighting the Grouping field and the save icon


     

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