Add Account to Group
Updated over a week ago

Add Account to Group on the Transactions Page

  1. Sign in to Bkper.

  2. Open your book.

  3. Grab the Account and Drag and Drop it on the Group where you want to add it.

Add Account to Groups on the Chart of Accounts

  1. Sign in to Bkper.

  2. Open your book.

  3. Go to the Chart of Accounts.

  4. Select the Account(s) that you want to add to a Group.

  5. Press the red "Groups" button.

  6. Select the Group where you want to add the Account(s).

  7. Press "Apply"

  8. You have added the Account(s) to the Group.

On the Chart of Accounts you have more options to organize your Accounts in Groups.

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