Skip to content

x Want to ask a question or reply? Click here to join the group.
  • State Suggested Answer
  • Replies 2 replies
  • Answers 1 answer
  • Subscribers 32 subscribers
  • Views 322 views
  • Users 0 members are here
Browse Forums
Announcements
36
topics
2
replies
Discussion Générale Français
194
topics
331
replies
General Discussion
536
topics
997
replies
More Content

New Sage Client, Business settings Control accounts and Categories

SusanFiona
Suggested
Posted By

Can't seem to get specific info in knowledge base. 

I will be importing my chart of accounts.

Can I create additional categories ? 

I cannot see the existing list of categories 

Control accounts ? Can / should I use a control account more than once? ( ledger accounts )

Is it better just to allow control accounts on those ledger accounts identified by the SAGE import chart of accounts format.

i do not want unnecessary restrictions

Small organizatioin, NPO

thanks 

Susan 

Parents
  • 0

    thanks , I have successfully imported.I need a feature to add up specific gl accounts. Existing categories do not cover this & additional categories cannot be added. 

    Example - I have 5 GL accounts for different expenses, office related. I want a report to always include them together with a total 

    Office & Administration   ( this would be the total of the GL accounts listed below)

    Office Rent

    Postage 

    Telephone 

     Internet 

    Supplies  

    I have several of these "groups" to manage

    Marketing Expense Group

    Grant Revenue Group 

Reply
  • 0

    thanks , I have successfully imported.I need a feature to add up specific gl accounts. Existing categories do not cover this & additional categories cannot be added. 

    Example - I have 5 GL accounts for different expenses, office related. I want a report to always include them together with a total 

    Office & Administration   ( this would be the total of the GL accounts listed below)

    Office Rent

    Postage 

    Telephone 

     Internet 

    Supplies  

    I have several of these "groups" to manage

    Marketing Expense Group

    Grant Revenue Group 

Children
No Data

*Community Hub is the new name for Sage City