Group Chart
The chart that group reports add up to.
Overview
The group chart is a chart of accounts for the whole workspace. Each company’s accounts are mapped to it, and only accounts of the same type can be mapped. You can start the group chart from a company’s chart, auto-map accounts with the same code (or the same type and name), or copy a parent’s chart into a subsidiary.
When to use group chart
- You set up consolidation.
Step by step
In the Accounting module open Configuration in the green navigation bar, then choose Group Chart under Management.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Each company keeps its own chart. The group chart is the common language the group reports use — map every company account onto it.”
- The screen says: “The quickest start is “Start from a company's chart” — it copies that chart and maps the company onto it in one step.”
- Columns: CODE, NAME, TYPE, MAPPED, ACCOUNT, GROUP ACCOUNT.
- Actions on the screen: Start from a company's chart, Copy a chart to a company, Add group account, Auto-map, Save mapping.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.group.read
- accounting.group.update