Account Group Table Info Center Overview

Use the Account Group Table Info Center to associate account groups with accounts. You must set up account group names before you create account group tables. Each table provides Vision with one scheme for grouping accounts for financial reporting purposes.

You can group accounts differently on different reports and change your groupings from year to year. For example, your firm wants to present the Income Statement with varying levels of detail to three different audiences — the bank, board members, and partners. You can create three different account group tables, and reference each table when you run each report.

You can create two levels of account group tables, summary and detail, which provides flexibility when you customize your General Ledger reports. When you set up two levels of account group structure, you specify the associations between a summary account group and its detail account groups when you create account group tables.

Recommendation: Identify Accounts not yet Included in Account Group Tables

The Other column on General Ledger reports displays amounts for accounts that are not assigned to account groups. For this reason, Deltek recommends that you assign each account in your chart of accounts to an account group. To check this, use the Test Setup option on the Detail Account Group tab to have Vision display a list of all accounts not yet included in an account group table.