Account groups list

This list supports the enhanced lists interface. Learn more about using enhanced lists.

Account groups help you organize your accounts into larger and more manageable groups for financial reports, graphs, and performance cards. If you are new to account groups, it's recommended that you start by reviewing our introduction to account groups.

The Account groups list has two views, which you can switch between by using the Flip view button:

  • Account groups: Use this view to review and edit your account groups. 
  • Accounts to account group map: Use this view to see if any accounts have not been assigned or have been assigned twice.
    • Financial reports, graphs, and performance cards consist only of account groups, not individual accounts. For this reason, every account should be a member of an account group
For multi-entity shared users: This is a master object, which can either be common (that is, accessible) to all entities, or exclusive (private) to a specific entity. Learn more about account groups in a multi-entity shared environment.

View the Account Groups list

Subscription

General Ledger

Regional availability

All regions

User type
  • Business
  • Employee (List, View)
  • Approver (List, View)
Permissions

List, View, Add, Edit

To see the Account Groups, go to Reports > Setup > Account groups.

For each account group, the list displays its name, the Display as title that's used on reports and graphs, and the type of account group. Other links allow you to get more information about the hierarchy of the account group and how it's used in reports and graphs. Learn more about the columns on the Account Groups list.

Add an account to account groups

Subscription

General Ledger

Regional availability

All regions

User type

Business
Permissions

List, View, Add, Edit

If an account is missing from an account group, or is assigned to the wrong group, you can fix it.

Add accounts to an account group
Account Group Type Adding accounts

Category

Applies if your company was set up using a QuickStart Financials template. With QuickStart Financials, accounts are automatically included in account groups based on the category to which they are assigned.

To assign a category to an account:

  1. Go to Reports > Setup > Accounts.

  2. Find the account in the list.

  3. Select More actions > Edit at the end of the row.

  4. Select the Category for the account and save your changes.

  1. Go to Reports > Setup > Accounts.

  2. Select Edit beside the account that you want to modify.
  3. Select the Category for the account and save your changes.
To see which categories are included in a particular account group, edit or view the account group.

Account

Account

Account

Account






Category

Category



Account Group




Financial Report

Accounts

Statistical accounts

To assign an account to an account group:

  1. Edit the account group.
    1. On the accounts list, find the account.

    2. Select More actions > Edit at the end of the row.

  2. Add the account individually, or select a range of account numbers.
  1. Edit the account group.
    1. On the accounts list, find the account.
    2. Select Edit.
  2. Add the account individually, or select a range of account numbers.

Account

Account

Account

Account






Category

Category



Account Group




Financial Report
Before assigning an account to an account group, you should run the Account Groups Hierarchy report.

Review your account groups

Subscription

General Ledger

Regional availability

All regions

User type
  • Business
  • Employee (List, View)
  • Approver (List, View)
Permissions

List, View, Add, Edit

Account to account group mapping

When you select Flip view at the top of the Account Groups list, the view changes to show your account titles and the account groups to which they belong.

Use this view to see if any accounts have not been assigned to account groups or have been assigned twice. If an account isn't included in any account groups, or is included in the wrong account groups, your financial reports will be inaccurate.

To make changes after you have finished checking your list in the Account to account group map view, select Flip view to return to the Account group view.

Account Group Hierarchy report

A good way to see if your account groups are mapped correctly is to view the account group hierarchy.

  • To review the hierarchy for all account groups, use the Account Group Hierarchy report (General Ledger > All > Reports > Account groups hierarchy).
  • To view the hierarchy for a particular account group only, go to the Account Groups list and select Hierarchy next to the account group.

Import and export

Subscription

General Ledger

Regional availability

All regions

User type

Business
Permissions

List, View, Add, Edit

You can import and export account group information using CSV files. In both cases, there are separate CSV files for:

  • Account groups: For each account group, the CSV file provides the name, type of account group, titles to be used on the heading and total rows, and other information.
  • Account group members: In this CSV file, each account group is mapped to a comma-separated list of group members.
When you export account group information, the CSV files are saved in the same format used for importing. This means that you can export account group information, make changes to the files, and then re-import into Sage Intacct.

You can export account group information from the Account Groups list.

  1. Go to General Ledger >  All  > Financial report structures >  Account groups.
  2. Select the Export button. A box appears with two choices: Account Groups or Member Groups.

  3. Select either Account groups or Member groups, depending on whether you want to export data about account groups, or about the members of each account group, respectively.

From the Company Setup Checklist, you can import account groups and account group members.

Import account groups first, since the groups must exist before you can update the members.

Field descriptions

The following tables describe each field in the Account groups list and the Account to account group map page.

Account Groups list

Account groups list field descriptions
Field Description

Name

Name of the account group, as it appears when you are defining financial reports, graphs, and performance cards.

You cannot edit this name. However, you change how the account group appears on financial reports by entering text in the Display on report as and Display total line as fields for the account group.

Display as

Name that appears on header rows when this account group is used in financial reports.

Account group purpose If you included a purpose when you created or edited the account group, the purpose appears in the list. This is helpful for filtering reports by the purpose of the report.

Account group type

There are multiple types of account groups, each of which yields a different result. For more information, see the help topic on Account group types

Hierarchy link

Generate a report that details the hierarchical structure of your account group setup.

Reports link

Graphs link

See which financial reports and graphs use this account group. This is useful for determining the impact of changing or deleting a group.

Delete

Delete the account group. Account groups can be deleted as long as they aren't being used in a financial report.

Buttons

Buttons field descriptions
Field Description

Flip view

Display the Account to account group map view.

Add

Create a new account group.

Import

Display the Import Company Information dialog box, where you select the file with the account groups data to upload.

Export

Export the account group list to another file format.

Options vary for account groups in a multi-entity shared environment. For example, at the top level you can choose to display entity-level account groups. At the entity level, account groups created at the top level are listed as Not owned and cannot be edited.

Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.

To display entity-level account groups, select Include inactive at the top of the list.

The most common reason that you do not see this feature is that you're using a custom view.

When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option.

To see the options again, switch back to View All. See Custom views for more information.

Account to account group map page

Account to account group map page field descriptions
Field Description

Account number

The primary and sub account numbers assigned to this account.

Account title

The title name of the account group as entered in the Account Information page. You can edit the title.

Account group name

Displays the account groups that contain this account. If this column is blank, the account isn't included in any account groups and won't appear in financial reports or graphs.

Buttons

Buttons field descriptions
Field Description

Flip view

Display the Account Groups list view.

Export

Export the list to another file format.

Delete an account group

Subscription

General Ledger

Regional availability

All regions

User type

Business
Permissions

List, View, Delete

Account groups can be deleted as long as they aren't used by any report object such as:

  • Financial reports
  • Graphs
  • Performance cards
  • Project summary statistics
Subscription

General Ledger

Regional availability

All regions

User type Business
Permissions Account Groups: List, View, Delete

  1. Go to Reports > Setup > Accounts > Account groups.

  2. Find the account group.

  3. Select More actions > Delete at the end of the row.

  4. Select OK to verify that you want to delete this account group.

  1. Go to Reports > Setup > Accounts > Account groups.

  2. Find the account group and select Delete.
  3. Select OK to verify that you want to delete this account group.

If you try to delete an account group that's used by a report object, select OK to see the account group being used and what report object is using it.

Change the report object to use a different account group or delete the object before deleting the account group.