With account groups you can collect your accounts into reporting lines – for example assets, liabilities, revenue and expenses. The groups are the foundation for showing figures from the chart of accounts together in balance, profit/loss and SaperaBI reports.
Open Shop Manager and go to the Account groups menu item. Access is controlled by permissions – contact support if the item is not visible.
Create or edit an account group with a descriptive name.
Link the accounts from the chart of accounts that should be part of the group.
Sapera includes a set of standard account groups (reporting lines) that you simply link your own accounts to.
The account groups are used as reporting lines in balance and profit/loss statements and in SaperaBI, so the reports can show your figures consistently across accounting companies.
