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Chart of accounts

Set up account groupings

You can set up an unlimited number of account groupings for a specific client or you can set up account groupings for your firm and use them for multiple clients.
Do the following to set up account groupings:
  1. For account groupings for a specific client, select
    Setup
     then
    Account Groupings
    .
  2. For account groupings to use across multiple clients, select
    Setup
    ,
    Firm Information
    , then
    Firm Account Groupings
    .
  3. Select
    Add
    .
  4. Enter a name for the grouping (up to 50 characters) in the
    Account Grouping Description
    .
  5. Go to
    Code
     and enter a code up to 15 characters and a
    Description
     of it up to 50 characters.
  6. Go to
    Subcode
     and enter a subcode up to 15 characters and a
    Description
     of it up to 50 characters.
  7. In the Category column, select a category for each account grouping code from the dropdown.
  8. Repeat steps 5 and 6 to add any number of codes and subcodes for the account grouping.
  9. Select
    Enter
     to save the account grouping.

Special characters

You can't use certain special characters in any account grouping code or subcode. The following are special characters you can't use:
Special characters not allowed
Character symbol
Description
.
decimal/period
*
asterisk
|
pipe
@
@ symbol
(
left parenthesis
)
right parenthesis
"
double quotes
,
comma
'
single quote
\
back slash
/
forward slash

Work with the codes

You can use the grid control toolbar to add, delete, or change the order of the codes and subcodes:
Grid control options
add
Insert a code or subcode above the selected code or subcode.
delete
Delete the selected code or subcode.
up arrow
Move the selected code or subcode row up.
down arrow
Move the selected code or subcode row down.

This article applies to:

  • Product: Accounting CS Client Access
  • Subject: Chart of Accounts