G/L Account Categories allow you to group accounts in your chart to specific categories used for reporting. They're required to be set up in order to use Power BI Gold for Finance.
What do I need to set up?
For each posting account in the Chart of Accounts, an Account Category and Account Sub Category need to be set.
Totalling accounts do not require this to be set up.
How do I assign G/L accounts to categories?
The Account Category and Account Subcategory can be assigned directly to the G/L Account via the G/L Account Card.
Alternatively, the G/L Account Categories summary page can be used.
Can I create my own categories?
Yes. However you must leave the following top level categories as-is:
- Cost of Good Sold
Sub Categories can be created through the G/L Account Categories screen, in conjunction with the Indent, Outdent, Move Up and Move Down actions.