Administration

Add account groupings for your firm

  1. Select
    Setup
    , then
    Account Groupings
    .
  2. Select Add button with a plus icon
    Add
    .
  3. Enter a
    Name
    .
  4. If you want to exclude the grouping from lists in the
    Trial Balance
     tab, mark the
    Disable
     checkbox.
  5. Select
    Save
    .

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Account grouping