Overview: This article explains how to group and ungroup accounts under a custom header account in Active Ledger & Reporting
Grouping Accounts in Active Ledger & Reporting
You can group accounts in Active Ledger from the Accounts screen. To do this:
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 in Active Ledger & Reporting
To unlink an account from a group in Active Ledger & Reporting:
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.