Overview: This article explains how to group and ungroup accounts under a custom header account.
Grouping Accounts in Active Workpapers
Grouping Accounts
To group accounts in Active Workpapers, follow these steps:
Open the Accounts screen.
Select the accounts you want to group. Hold Ctrl or Shift to select multiple accounts.
Right-click one of the selected accounts to open the context menu.
Choose Quick Group.
Follow the onscreen prompts to create your Group/header account. A new header account will be created.
The account name, classification, and account type will prefill automatically, but you can override them if needed.
IMPORTANT: The Grouping Accounts feature is available in the web version only. It is not available in the Excel Add-In.
Ungrouping Accounts
To unlink an account from a group in Active Workpapers:
Click into the account you wish to unlink from the group.
Select an area outside the current group.
Move the account out by right clicking and selecting Insert Selection before/after. This will move the account out of the Group.
Active Ledger in Active Ledger & Reporting
Grouping Accounts
You can group accounts in Active Ledger from the Accounts screen. The process is similar to Active Workpapers above; Open the Accounts screen.
Open the Accounts screen.
Select the accounts you want to group. Hold Ctrl or Shift to select multiple accounts.
Right-click one of the selected accounts to open the context menu.
Choose Quick Group. Follow the onscreen prompts to create your Group/Header account.
Ungrouping Accounts
To unlink an account from a group in Active Ledger the process is similar to Active Workpapers above.
Click into the account you wish to unlink from the group.
Select an area outside the current group.
Move the account out by right clicking and selecting Insert Selection before/after. This will move the account out of the Group.