Groups

Overview

Groups are typically used for tracking cost center or department spending but can also be used for tracking balances and/or income by region or other criteria.  To access groups click the gear icon at the top right, then click "Lists" in the left menu and then click "Groups" in the left menu. To sort list of groups click on the column header name for the criteria you want to sort by.  To filter the list of groups click on the "Filters" button, select filters and click "Save" and to remove filters click the "Reset" button.

Adding groups

Users can add groups one at a time or by importing a list of groups from a CSV file.  

To add groups one at a time complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Groups" in the left menu
4. Click on the "+ New Group" button above the list of groups
5. Enter group information
6. Click the "Save" or the "Save + New" button at the bottom of the form

For information on how to import a list of accounts see Importing groups 

Editing groups

To edit groups complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Groups" in the left menu
4. Click on the group that you want to edit
5. Click on the "Edit" button
6. Make changes and then click on the "Save" or "Save + New" button at the bottom of the form

Deleting groups

Users can delete groups one at a time or in bulk.

To delete groups one at a time complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Groups" in the left menu
4. Click on the group that you want to delete
5. Click on the "More" button
6. Click on "Delete" in the dropdown

To delete groups in bulk complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Groups" in the left menu
4. Click on the checkbox to the left of "Group" for each group that you want to delete
5. Click on the "More" button
6. Click on "Delete" in the dropdown

Note that groups that are tied to people or transactions cannot be deleted.

Making groups active or inactive

Users can make groups active or inactive one at a time or in bulk.

To make groups active or inactive one at a time complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Groups" in the left menu
4. Click on the group that you want to make active or inactive
5. Click on the "More" button
6. Click on "Active" or "Inactive" in the dropdown

To make groups active or inactive in bulk complete the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Groups" in the left menu
4. Click on the checkbox to the left of "Group" for each group that you want to make active or inactive
5. Click on the "More" button
6. Click on "Active" or "Inactive" in the dropdown

Exporting groups

Users can export groups by completing the following steps:

1. Click on the gear icon at the top right
2. Click on "Lists" in the left menu
3. Click on "Groups" in the left menu
4. Click on the "Export" button

Note that any filters set on the list of groups when user clicks on the "Export" button will be applied to the export.