GROUPS SETUP
INTRODUCTION TO GROUPS SETUP
  
This option allows you to set up to 2 Reporting Groups for your General Ledger Accounts, Debtors, Creditors, Stock and Document groups. Note that the Stock Groups and the Document Groups should only be set if you have a retail business entity and you are trading in Stock Items or if you are using Point-of-Sale or if you have a Service entity who generates documents (Invoices, etc.) for service items.

These reporting groups will allow you when you create an account, a creditor, a debtor and a stock code to select the applicable reporting category within the available reporting groups. When you generate reports, you may select to generate reports or documents for a specific reporting group on the Report Options screen.

To Set Reporting Groups:
Click on the Setup - System Parameters - Groups menu option or press the and and and keys on your keyboard. The Reporting Groups screen will be displayed:

Title bar. Close button - click to close or exit this screen. Select to create, edit, delete or move Account Groups. Select to create, edit, delete or move Debtor Groups. Select to create, edit, delete or move Creditor Groups. Select to create, edit, delete or move Stock Groups. Select to create, edit, delete or move Document Groups. Double-click to change the name for the Reporting Group. List of the Reporting Groups. Group 1 - if not inactive - click to select Group 1. Click to add a new Group to the list. Click to rename a selected Group on the list. Click to delete or remove a selected Group from the list. Click to move a selected Group 1 position up on the list. Click to move a selected Group 1 position down on the list. Group 2 - if not inactive - click to select Group 2. Click to print the list of the Groups displayed. Click to save your changes and to close or exit this screen.
Click on one of the following group tabs to select a group:

Group Description
Account Group 1 / 2 Account Groups allows you to group or categorise the General Ledger Accounts on which you would like to report on. This allows you to classify or group your Financial Categories Income, Expenses, Capital, Assets and Liabilities. These Account Groups can be linked to each Bank, General Ledger and Tax Account on the Edit - Accounts menu option.

Debtor Group 1 / 2

Debtor Groups allows you to group or categorise the Debtors Accounts on which you would like to report on. You could possibly have Cash Customers, Retail, and Dealers. These Debtor Groups can be linked to each Debtor on the Edit - Accounts Debtors menu option on the Accounting Information tab.

Creditor Group 1 / 2

Creditor Groups allows you to group or categorise the Creditor Accounts on which you would like to report on. These Creditor Groups can be linked to each Creditor on the Edit - Accounts Creditor menu option on the Accounting Information tab.

Stock Group 1 / 2

Stock Groups allows you to group or categorise the Stock Accounts on which you would like to report on. These Stock Groups can be linked to each Stock on the Edit - Accounts Stock menu option.

Document Group 1 / 2

Document Groups allows you to group or categorise the Documents (Invoices, Credit Notes, Quotes, Purchases, Goods Returned and Orders) on which you would like to report on.