Rules for Mapping Account Groups to Account Group Tables
The detailed account group tables contain account ranges that you map to account group names. If accounts within a detailed account group are not consecutive, you must reference several account ranges in the account grid associated with the account group.
If you use two levels of account groups, with detailed account groups and summary account groups, the summary account group table contains detailed account groups associated with each summary account group. Each detail account group can only be associated with one summary account group.
Example
For example, you have the following accounts:
- 401.00 — Fee Revenue
- 402.00 — Unbilled Revenue
- 403.00 — Consultant Revenue
- 404.00 — Reimbursable Revenue
To group accounts 401.00, 403.00, and 404.00 together in an account group called Billed Revenue and leave account 402.00 out of the group, you map the accounts as follows:
| Start Account | End Account | Account Group Name | Sort Order |
|---|---|---|---|
| 401.00 | 401.00 | Billed Revenue | 1 |
| 402.00 | 402.00 | Unbilled Revenue | 2 |
| 403.00 | 404.00 | Billed Revenue | 1 |
| 405.00 | 410.00 | Other Revenue | 3 |
In the example, the account group called Billed Revenue is referenced twice, yet all accounts ranges are unique. Both of the Billed Revenue ranges have the same sort order.