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How to Add an Account Group in GPOS

PostedAugust 24, 2025
UpdatedAugust 24, 2025
Byadmin

This tutorial will guide you through the process of creating a new Account Group in the Accounting Module of GPOS.

🛠️ Why You Need Account Groups

  • To organize and classify different types of accounts in your business

  • To generate clear and structured financial reports

  • To separate accounts like Assets, Liabilities, Income, and Expenses

  • To maintain a professional accounting workflow in GPOS

📋 Steps to Add an Account Group in GPOS

✅ Step 1: Go to the Accounting Module

  1. Log in to your GPOS dashboard.

  2. From the side menu, navigate to the “Accounting” module.

  3. Select “Account Groups” from the list.

✅ Step 2: Click on “Add Account Group”

  1. On the Account Groups page, click the “Add” button.

  2. A new form will open where you can define your account group.

✅ Step 3: Fill in Account Group Details

  • Name* → Enter the name of the new account group (Example: Bank Accounts, Expenses, Loans).

  • Under Group* → Select the parent group under which this account group will be categorized (e.g., Assets, Liabilities, Income, Expenses).

  • Is Default Tax Calculator → Select Yes/No (Usually set to No unless this group is related to tax calculation).

  • Are the Allowed Bank Details → Select Yes/No (Choose Yes if the group will store bank-related information).

✅ Step 4: Save the Account Group

  1. After entering all details, click on the “Save” button.

  2. The new account group will be added and visible in your list of groups.

🔐 Important Notes

  • Only authorized users can create or modify account groups.

  • Once created, account groups can be used while adding ledgers or managing accounts.

  • Default groups provided by GPOS should not be deleted or modified unless necessary.

🎯 Tips

  • Use clear and standard names for account groups (e.g., “Cash in Hand”, “Direct Expenses”).

  • Always select the correct Under Group to maintain proper accounting hierarchy.

  • Plan your chart of accounts in advance for smooth financial reporting.

By following these steps, you can easily create and manage Account Groups in GPOS, helping you organize your financial data in a structured and professional way.

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