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executive-bongan
Level 1

I WANT TO ADD GROUP ACCOUNTS SO THAT ALL THE SAME ITEM IS UNDER ON HEADING GROUP. E.G ADD A PETTY CASH GROUP AND ADD ALL THE PETTY CASH ACCOUNTS UNDER THAT GROUP

 
1 Comment 1
SarahannC
Moderator

I WANT TO ADD GROUP ACCOUNTS SO THAT ALL THE SAME ITEM IS UNDER ON HEADING GROUP. E.G ADD A PETTY CASH GROUP AND ADD ALL THE PETTY CASH ACCOUNTS UNDER THAT GROUP

Hello there, executive-bongan.

 

Let's make sure you'll be able to add all the same accounts under the main one.

 

First, we'll need to create an account that will serve as the head account of the sub-accounts. It goes like a petty cash group has multiple petty accounts under the main one we've created.

 

To guide you further, here are the steps to follow:

 

  1. Go to Accounting on the left panel.
  2. Locate the main account if it's already created. If not, create a new one by clicking the New button at the upper-right corner.
  3. Select what type of account it is and enter the name of the bank. Then, click Save and Close.
  4. Create a new account that will be added to the group. Click the New button and enter the required details.
  5. Tick the Is-sub-account box.
  6. Click the drop-down arrow and select the account where you want to add it.
  7. Then, hit Save and Close
  8. Repeat 4-steps to add another sub-account to the main account.

 

Once done, this is how it looks like in your Chart of Accounts. Let's see the sample screenshot below:

 

Also, I would like to attach these articles. Each of them talks on how to handle and manage the created accounts in the Chart of Accounts (COA):

 

 

Let me know if you still need help. I'm always around to assist you anytime. Take care and stay safe.