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Chapter: General Ledger Activities > Category List >
5.2.1. Category Grouping
Category Groups
Group Administrative Categories for easier comparison.
1. From the Ledger Tab, select Category List
2. Select the Category Groups
3. Enter the Name of the New Group into the "Description" Box
4. Enter any Note
5. Select from the "Non-Grouped Categories" box the first Category you would like to put into this group
*Note: A single Category can only belong to ONE group at a time. If you need to put a Category in a Different Group that what it currently is in, you will need to remove from the current group before you are able to add it to the new one.
6. Drag the Category to the "Categories in Group" side
7. Repeat for all categories you wish to put in this group
8. Select "Save"
*Note: This screen will default to the first group that is listed on the Existing Groups list. To create a New Group, Select the "Create New Group" Button and follow the directions above.
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Category Group Report
1.Select Reports > Category/Transactions Reports > Category Group Report
2.Select the Group You wish to Report on
3.Select the Date Range for the report
4.Select the Report Format
5.Select Create Report
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