Create Accounting Groups

Use AR/AP Groups in the Finance submodule in the Settings module to create accounting groups.

To use AR/AP Groups in the Finance submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create an accounting group:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create an accounting group.
3. In the left pane of the Settings page, click Finance > AR/AP Groups.
4. On the grid toolbar, click .
5. In the Create New Accounting Group dialog box, enter a group code for the accounting group that you want to create and click OK.
6. To edit the fields, double-click on them.