Work with Groups
Groups allow you to categorize your Accounts into useful structures to analyze your financial data effectively.
To create a Group
1. Sign in to Bkper and open your Book.
2. Press “New Group” in the left menu.
3. Name the Group and press “Save”.
Your Group is now ready to use and visible in the left menu.
Edit a Group Name
1. Click the three dots next to the Group balance.
2. Select “Edit”.
3. Enter the new Group name.
4. Press “Save”.
Your Group name is now updated.
Delete a Group
1. Click the three dots next to the Group balance.
2. Select “Delete”.
3. Confirm the action if prompted.
The Group has been deleted.
Note: Deleting a Group does not delete the Accounts within it; they will remain intact.
Note: To restore the Group, you’ll need to Create it again and add the Accounts back to it.
Hide a Group
Hide Groups that are not part of any key reporting structure but serve as auxiliary Groups, such as those used to assign Custom Properties to Accounts.
1. Click the three dots next to the Group balance.
2. Select “Hide”.
The Group is now hidden from the main view.
Show Group
Make a hidden Group visible again on the Chart of Accounts:
1. Open the Chart of Accounts.
2. Find the hidden Group (displayed in light gray) on the left menu.
3. Click the three dots next to the Group name.
4. Select “Show”.
The Group will now appear on the left menu of the Transactions page.
Lock / Unlock a Group
Prevent unwanted changes to your Group Hierarchy that could impact Reports, Automations, and more.
Who can lock/unlock? Only Book Owners can lock or unlock a Group.
What can be locked? Only Root Groups can be locked.
Add Account to Group
From the Transactions Page
1. Find the Account you want to add.
2. Drag and drop it onto the desired Group.
It’s that simple!
From the Chart of Accounts
1. 1. Go to the Chart of Accounts.
2. Select the Account(s) you want to add to a Group.
3. Click the red “Groups” button.
4. Choose the Group where you want to add the Account(s).
5. Click “Apply”.
Done! The Account(s) are now part of the selected Group.
Note: The Chart of Accounts offers more options to Categorize Accounts in Groups.
Remove a Group from the Hierarchy
1. Click on the three dots next to the Group balance value.
2. Select “Edit”.
3. In the Parent Group dropdown, choose the blank option.
4. Click “Save”.
The Group has been removed from the hierarchy but still exists on its own.
What Happens to Accounts When a Group is Removed from the Hierarchy?
• Accounts in a Child Group remain in that Group, even if it is removed from the hierarchy.
• These Accounts will also stay in the Parent Group unless the Parent Group is no longer part of the hierarchy.
• You can manually remove Accounts from either Group if needed.
Batch Import Groups
Quickly import groups in bulk using the Bkper Add-on for Google Sheets.
1. Open a Google Spreadsheet on your computer.
2. Click Add-ons > Bkper > Open.
3. Select your book.
4. Navigate to the Record tab.
5. Choose Groups.
6. Highlight the cells in your spreadsheet with the group data you want to import.
7. Click the Record button.
That’s it! The groups are now added to your book in Bkper.
Batch Export Groups
Quickly import groups in bulk using the Bkper Add-on for Google Sheets.
1. Open a Google Spreadsheet on your computer.
2. Click Add-ons > Bkper > Open.
3. Select your book.
4. Navigate to the Fetch tab.
5. Choose Groups.
7. Click the Fetch button.
That’s it! The groups are now added to your book in Bkper.
