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Account Sub Group

The Account Sub Group configuration page allows you to input, update, and delete account sub groups used in transactions. Managing account sub groups helps organize your chart of accounts and supports accurate financial reporting.

What is an Account Sub Group?​

An Account Sub Group is a classification under an account group, used to further organize accounts for transactions, such as "Room Revenue," "Food Sales," or "Miscellaneous Income." Defining sub groups helps with financial management and reporting.

How to Add an Account Sub Group​

  1. In the Tools menu, click the Configuration submenu, select the Accounting tab, then click the Account Sub Group button to open the window.
  2. Click the Insert button to add a new account sub group. A new entry window will appear.
  3. Enter the following data:
    • Code: Unique code for the account sub group.
    • Name: Name of the account sub group.
    • Group: Select the main account group this sub group belongs to.
    • Sort: Enter the sort order number.
  4. Click Save to store the new account sub group, or Close to cancel.

How to Update an Account Sub Group​

  1. In the Tools menu, click the Configuration submenu, select the Accounting tab, then click the Account Sub Group button.
  2. Select the account sub group you want to update, right-click, and choose the Update button.
  3. Enter the new data as needed.
  4. Click Save to apply the changes, or Close to cancel.

How to Delete an Account Sub Group​

  1. In the Tools menu, click the Configuration submenu, select the Accounting tab, then click the Account Sub Group button.
  2. Select the account sub group you want to delete, right-click, and choose the Delete button.
  3. A confirmation dialog will appear.
  4. Click Yes to confirm deletion, or No to cancel.

Managing account sub groups ensures your financial records are organized and supports detailed reporting.