Skip to main content

Knowledge Center

Create a new Report account group (ACG)

In addition to the standard Report account groups (ACG), it is possible to create customized report account groups. For example, if the standard ACG do not meet your report requirements, you may create a new ACG for this purpose, and map it to a report. Another situation is if you want an overview of the balance of several accounts, create a new group based on these accounts.

Create a new account group

  1. To open the Account Groups (ACG) application, find Finance in the RamBase menu and then Base registers. Click Report account groups to enter the ACG application.

  2. Click the Create ACG/.. icon.

  3. Give the group a name and set the first period it is going to be used in the FromPeriod field.

  4. Connect ledger accounts to the group. There are two methods for picking the accounts, and these two methods can not be combined:

    • Select a range of accounts:

      1. Click the magnifier icon next to the Range field.

      2. In the Account group subselect popup, set the first and the last account in the range of accounts you want to connect to the group.

      3. Click the OK button. The accounts will be listed in the Accounts section.

    • Pick single accounts:

      1. Click the magnifier icon next to the Selected Accounts field.

      2. In the Select Account popup, use the check-boxes to select the accounts.

      3. If a range already is selected, this range will be overruled by the changes you make in this popup.

      4. On the top of the popup you will see the name of the account group and the number of accounts connected to it.

      5. Click the OK button. The accounts will be listed in the Accounts section.

  5. When all accounts are connected to the group, press F12, to open the action menu and choose the Register Account Group option to activate the ACG.

In this section: