How to set up General Ledger to use account groups on Sage 300 General Ledger


  1. Select the option to use account groups in General Ledger.
    1. Open General Ledger > G/L Setup > Options.
    2. On the Account tab, select the Use Account Groups option.
  2. Assign each General Ledger account to an account group.  You use the G/L Accounts screen to assign accounts individually to account groups.  You can use the Other account group for accounts that you want to exclude from your balance sheet and income statement.  You can use the Unclassified account group if you don’t want to specify an account group whenever you create an account. (The default sort code for the Unclassified Account Group is ZZZZZZZZZZZZ, but the group code is blank.)  If you do not use account groups, the program assigns accounts to the Unclassified account
    group, internally.


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.