Defining account category groups

An account category group is a set of account categories. You can use account category groups in burdens, allocations, budgets, reporting, and inquiries. Use this procedure to define an account category group.

  1. Access Account Category Group (AC05.2).
  2. Define the account category group. Use these guidelines to specify the field values:
    Group

    Specify a name that identifies the group and a description of the group.

    All

    Select Yes to include all account categories in the group.

    Acct Cat

    Select the specific account categories you want to include in the group. If you selected Yes in the All field, then leave these fields blank.

  3. If the All field is not set to Yes, then you can select Mass Add to add multiple account categories to the group at once.
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