Add a New Detail Account Group Name Record

To set up a single level of account groups, add detail account group names on the Detail Account Group tab. To set up two levels of account groups, add both detail and summary account group names.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new detail account group name:

1. In the Navigation pane, select Settings > General Ledger > Account Group Names.
2. On the Account Group Names form, click the Detail Account Group tab.
3. Click + Add Line.
4. Enter the account group name and specify its group type.
5. Click Save.