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Journal Account Category

The Journal Account Category configuration page allows you to create, update, and organize categories for journal accounts in your accounting system. Managing journal account categories helps group accounts for profit & loss and other financial reports.

What is a Journal Account Category?​

A Journal Account Category is a classification used to group journal accounts for reporting purposes, such as in profit & loss statements.

How to Add a Journal Account Category​

  1. In the Tools menu, select the Configuration submenu, then search for Journal Account Category to open the window.
  2. Click the Insert button to add a new category. The Journal Account Category Editor window will appear.
  3. Enter the following data:
    • Code: Code for the journal account category.
    • Name: Name of the category.
    • Sort: Enter the sort order number.
  4. Click Save to store the new category, or Close to cancel.

Organizing journal account categories ensures your financial reports are clear and accounts are grouped appropriately.