Forum Message

Group Accounts

i am a new customer just getting to grips with the software.

i want to make some accounts sub-accounts of others

it appears to be that the minus sign in the little box in the left hand column on the accounts page denotes the master account and related sub-accounts but i have not been able to find the place to introduce new master accounts and sub-accounts

can you point me in the right direction please?

regards charles sentance


Posted by Charles Sentance on Aug 24, 2009 11:44 AM BST

Hello Charles,

To create an account group, click menu File > New > Account Group. Enter the group name and click 'OK'. Then you can open another account and set the 'Group Under' field to the new group account.

Regards,


Posted by Mark McLaren (Solar Accounts) on Aug 24, 2009 12:23 PM BST