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This form allows to assign Parent group and Group type to the Group name entered by user. This form is divided into two parts New Entry and Edit Entry.
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Balance Sheet Grouping : Main Menu> Setup> Setup Accounts> Setup Balance Sheet Groups.
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Main Menu
FIG 1. MAIN MENU
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Contents:
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Group Name : Enter the group name manually, It is a mandatory column can't be left blank.
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Parent Group : Primary is the by Default Parent Group, however if you want to change the parent group then as you delete the primary group name Account Group Name Search dialog box > select the required group name and press enter. The primary parent group can be assigned directly by pressing F2 .
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Group Type : Select the type of the group from the list.
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Fig 2. Setup Balance Sheet Group
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The Group Type is assigned only when the Parent Group is Primary.
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In the Edit Entry to view the total list of the groups then click refresh button.
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Fig 3. Edit Entry
The list can be viewed in sorted order. It can be sorted in three ways.
By Group Name: Enter the group name or the first character in the text book and press Enter > click on Refresh button to view sorted list according to the group name or entered character.
FIG 4. EDIT ENTRY
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By Parent Group : Enter the Parent group name in the text box and press enter > click on Refresh button to view sorted list according to the selected Parent group name.
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By Group Type : Select a group type from the list and press enter > click on Refresh button to view the sorted list according to selected group type.
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