1. Navigate to Account Grouping
From the Corporate Dashboard, select Accounting from the sidebar.
Click Account Grouping.
2. Review Existing Account Names
Open a financial report (such as Journal Entries) for the facility.
Identify account names and types that should be grouped together (e.g., multiple late fee accounts).
3. Add a New Account Grouping
Click Add New Grouping.
In the Account Name field, enter the specific account (e.g., a late fee account).
In the Grouped Account Name field, enter the desired grouped name (e.g., “Late Fee Revenue”).
Select the appropriate account type (e.g., Revenue).
4. Repeat for Additional Accounts
Add additional groupings for each related account that should roll up under the same grouped name.
Ensure all similar accounts use the same grouped account name for consistency.
5. Copy Grouping to Other Facilities (Optional)
Select the facility or facilities where the grouping should be applied.
Use the copy or duplication option to apply the same grouping structure across locations.
6. Save Changes
Click Save to apply the account grouping.
7. Verify Grouping in Reports
Navigate to Reports → Financial Reports → Journal Entries.
Confirm that individual accounts are now grouped under the defined grouped account name.
Note: The following reports are not affected by customized account grouping:
General Ledger
Journal Entries with Account Detail
Financial Audit Trail