You can use account categories, which are attributes that provide an additional classification, to classify general ledger accounts and define an account range to view information from a group of accounts. For more information, see Ledger account categories (form).

After you set up ledger account categories in the Ledger account categoriesform, use the Link ledger account - Account category: %1form to link ledger accounts to the categories. A ledger account can be linked to only one category at a time.

1. Click General ledger> Setup> Ledger account categories.

2. Select the account category to link to one or more ledger accounts.

3. Click the Link ledger accountsbutton to open the Link ledger account - Account category: %1form.

4. You can link the ledger accounts to account categories in these ways:

   • Select the Linkedcheck box to link the ledger account to the account category.

   • Click the Link allbutton to link all ledger accounts to the account category.

   Note
   To unlink a ledger account from an account category, clear the Linkedcheck box next to the ledger account or click Unlink all.

5. Click OK.