Tech Tip: Creating an Account Subgroup in the Balance Sheet and Income Statement

Q: Can I create a subgroup under an existing account group in the Balance Sheet and Income Statement?

A: Yes, you can by using the Report Level feature in Account Group Maintenance. To do this, perform the following:

1. Verify the Account Group ID assigned to the existing account group (e.g., A1110).
2. Create a new Account Group ID in the Account Group Maintenance function under the existing account group (e.g., A1110-1); then, assign 2 as the Report Level.
3. Assign the new Account Group ID to all the GL Account IDs that must be under the subgroup in Charts of Accounts Maintenance.