Add account groupings for your firm

Follow these steps to add an account grouping for your firm in Engagement Manager.
  1. In Engagement Manager, select
    Setup
    , then
    Account Groupings
    .
  2. Select Add account grouping
    Add
    .
  3. Enter a name for the account group.
    1. Optional: Mark
      Disable
      if you want to exclude the account grouping from lists that appear in the Trial Balance tab.
  4. Select
    Save
    .
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