GL Groups

Objective: Provide an overview of the GL Groups page.  

Navigate to GL Groups by selecting Association > GL Accounts > GL Groups. 

***NOTE: This page is association specific. New associations will follow the model association settings. For existing associations, they will automatically copy the model unless changes on that association's GL Groups have been made. Once an association is edited, it no longer follows the model. You will need to delete all groups in that association and when you refresh your page, the association will follow the model again.

Creating a New GL Group

1. Click the + New Group button to create a new grouping.  Make sure the Group name and Order No are unique. This may require editing the order number of other existing groupings.

2. Enter the "Group Name" in the Group column. The name entered here will display on produced financial statements.

3. Enter the desired order number in the Order No column. This will impact the order that groupings display on your documents.

Changing/Editing a GL Group

Edit: The Group name can be changed at any time.  This will impact how statements are displayed moving forward but will not change anything already produced into a PDF.  You may need to make existing groupings smaller to accommodate new groupings. You can also add individual codes to existing groupings if necessary. This can be accomplished by adding a New Range or editing the existing range of a grouping.

Deleting a GL Group

Delete: Make sure no codes exist within a grouping before deleting it. Any used code not included in a grouping will no longer be pulled into reports. This will cause your balance sheet to be out of balance even though your GL is in balance, and your net income not to tie between the balance sheet and income statement.