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Groups and Accounts

You must have expense groups and accounts set up to use Purchase Orders and Expense Reports.

  • You must have the Payables module enabled
  • Go to the Settings Icon > Payables Set up > Expense Setup> Groups & Accounts
  • Click Add Group
    • Name: What your users will see when creating a PO or Expense Report
    • Accounting Name: Used for reporting and will be leveraged to sync to other financial systems
    • Accounting ID: User for internal tracking
  • Once you have your group, you should add an account name to the group
  • When a user creates a PO or expense report, they will first select the group and then the name
  • Click on the arrow next to the Expense Group to view and add account names
    • Name: Users will see the name when creating POs and expense reports
    • Accounting Name: Used for reporting and will be leveraged to sync to other financial systems
    • Accounting ID: Used for internal tracking
    • Group: Defaults to the group selected; a user first selects the group then the name when creating POs and expense reports
    • Localized:¬†Set to “yes” if you want the name to be available¬†for POs for all of your offices; if the item is not localized, it will only be available for corporate offices
  • With a group and name set up, you can start creating expense reports and POs