Mapping COA with target types

The Chart of Accounts (COA) is a list of all the accounts used by an organization. To map the accounts in COA and the unit codes with the group name and target group types:

  1. Open the Target Group Types form.
  2. Specify the name of the group in the Group field.
  3. Select the required group type in the Type field.
  4. Click Add in the Account Details grid.
  5. Specify this information in the Account Details grid:
    Account Number
    The relevant account number for the group and the group type.
    From UC1-UC4
    The start unit codes for which the target types must be calculated.
    To UC1-UC4
    The end unit codes for which the target types must be calculated.
  6. Click Save.
  7. Select the Active check box to activate the mapping of the COA with the target group type.