How to Delete an Account Group in the Accounting

This tutorial will guide you through the step-by-step process of deleting an account group in GPOS Accounting Module.

🛠️ Why You Might Need to Delete an Account Group

• To remove an unused or obsolete account group

• To correct errors in account grouping

• To maintain a clean and organized chart of accounts

📋 Steps to Delete 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. Click on “Account Groups” to view all existing account groups.

✅ Step 2: Search and Select the Account Group

1. Use the search bar to find the account group you want to delete.

2. You can search by group name or type.

3. Select the specific account group from the list.

✅ Step 3: Click on “Delete”

1. After selecting the account group, click the “Delete” button.

2. A confirmation popup will appear to prevent accidental deletion.

✅ Step 4: Confirm Deletion

1. Review the account group details in the confirmation popup.

2. Click “Yes, Delete” to permanently remove the account group from the system.

🔐 Important Notes

• Only users with proper permissions can delete an account group.

• You cannot delete an account group if it contains accounts or transactions.

• Deleted account groups cannot be recovered, so make sure to double-check before confirming.

🎯 Tips

• Regularly review your account groups to keep your chart of accounts organized.

• If an account group cannot be deleted due to existing accounts, consider reassigning or archiving those accounts first.

By following these steps, you can safely delete unnecessary account groups in GPOS Accounting Module while maintaining proper accounting records.