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How to Edit an Account Group in GPOS

PostedAugust 24, 2025
UpdatedAugust 24, 2025
Byadmin

How to Edit an Account Group in GPOS

This tutorial will guide you through the process of editing an existing Account Group in the Accounting Module of GPOS.

🛠️ Why You Might Need to Edit an Account Group

  • To correct the name of an account group

  • To change the group under which it belongs

  • To update its tax or banking settings

  • To keep your accounting structure accurate and well-organized

📋 Steps to Edit 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 “Accounting”.

  3. Select “Account Groups” from the options.

✅ Step 2: Search and Select the Account Group

  1. Use the search bar or list view to find the account group you want to edit.

  2. Click on the specific account group (e.g., Current Assets).

✅ Step 3: Click on “Edit”

  1. Once the account group is selected, click the “Edit” button.

  2. The account group details will open in editable mode.

✅ Step 4: Make Necessary Changes

  • Name: Update the group name if required (e.g., Current Assets).

  • Under the Primary Group: Change the parent group if needed (e.g., Assets).

  • Is Default Tax Calculator: Choose Yes/No depending on whether this group should calculate default taxes.

  • Is Allowed Bank Details: Choose Yes/No depending on whether this group should allow storing bank account details.

✅ Step 5: Save the Account Group

  1. After making changes, click on the “Save” button.

  2. The account group will be updated in the system with the same group ID.

🔐 Important Notes

  • Only users with proper permissions can edit account groups.

  • Changes to account groups may affect linked accounts and reports.

  • Default system groups may have limited editing options.

🎯 Tips

  • Review changes carefully before saving, especially when modifying parent groups.

  • Avoid frequent changes to core account groups to maintain reporting consistency.

  • If you are unsure, consult your accountant before modifying accounting structures.

By following these steps, you can easily edit an existing Account Group in the Accounting Module of GPOS, ensuring your financial data remains structured and accurate.

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