Grouping accounts into meaningful Entities, makes analyses and reporting of financial statements and balance sheets easy, as groups sum the total balance value of all accounts within.

Create group

  1. On your computer, go to Bkper.
  2. On the left side of the page, click "New group".
  3. Name your group.
  4. Click Save.

Group Accounts

  1. On your computer, go to Bkper.
  2. On the left side of the page, drag and drop an account into a group.

    If you want to duplicate your account in multiple groups, just drag and drop it in the group you want. If you want to move your account from a group to another, press the Shift button and proceed to drag and drop.

You can also group your accounts on Accounts Page.

Note:

  • Groups that contain just one account type will color the same color as that account type.
  • Groups that contain more than one account type are colored grey.
  • Accounts can be grouped in any number of groups.
  • Accounts of the Asset and Liability types can be grouped together but cannot be grouped with Incoming and Outgoing types. (Balance sheet).
  • Accounts of the Income and Outgoing types can be grouped together but cannot be grouped with Asset and Liability types. (Financial Statement).

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