Grouping GL Accounts

Emburse Professional AP stores your company's GL (General Ledger) Accounts. Having your GL Accounts in your Emburse Professional AP account enables employees in your company to charge spending to specific GL Accounts.

Emburse Professional AP enables your company to organize these GL Accounts into groups. Groups of GL Accounts help companies create clear, well organized budgets and reports.

This article will show you, an Accounts Payable Employee, how to create, edit, and delegate groups of GL Accounts.

1. On the Emburse Professional homepage, select the down arrow next to Emburse Professional then select AP.

Emburse Professional homepage with dropdown arrow selected to access AP.

2. On your Emburse Professional AP dashboard, select the Budgeting tab.

AP dashboard with the Budgeting tab highlighted.

3. UnderAccounts, select Group GL Accounts.

GL Accounts box showing “GL Accounts box showing “Group GL Accounts” option.

The Configure G/L Account Groupings page opens.

Configure G/L Account Groupings page with navigation panel.

4. The left side of the page displays your company's department tree. Select the plus icon to see a list of GL Accounts and GL Account groupings for a department.

Department tree expanded with plus icon showing GL Accounts list.

5. An expanded list of GL Accounts appears. To create a GL Account Group, start by selecting your Company Name.

Company name selected to start creating a GL Account group.

6. A Create New Group section appears on the right. Enter the name of a new group in the field provided and select Create.

Create New Group section with text field for entering a group name

7. The new group appears under your company name in the list. To add GL Accounts to it, select the group's name.

New GL Account group displayed under the company name.

8. Three tabs appear on the right:

  • Edit Group: Update this group by adding or removing GL Accounts.
  • Create New SubGroup: Create a new subgroup within this group.
  • Delete Group: Delete this group.

Group detail panel showing tabs for Edit Group, Create New Sub Group, and Delete Group.

9. To add GL Accounts to the new group, stay in the Edit Group tab and select the checkbox next to each GL Account's name in the In Group column. Select Update when complete.

Edit Group tab with checkboxes in the In Group column to add GL Accounts.

If you ever want to remove a GL Account from the group, simply uncheck the checkbox and select Update.

10. To create a new subgroup, select the Create a New SubGroup tab. Enter the name of the subgroup in the Group Name field and select Create.

Create New Sub Group tab with field to enter subgroup name.

11. To add GL Accounts in the subgroup, first select the plus button next to the parent group.

Parent group expanded with subgroup visible.

12. Select the subgroup.

Subgroup selected within the department tree.

13. Select the checkboxes next to the GL Accounts you would like to add to your subgroup. Then, select Update.

Checkboxes selected to add GL Accounts to a subgroup.

14. To delete a group, first select the parent group from the list of groups on the right. Then, select the Edit Group tab.

Parent group selected with Edit Group tab open for deletion process.

15. Uncheck all the In Group column checkboxes. The group must be empty before you can delete it. Then, select Update.

dit Group tab showing unchecked boxes so the group is empty before deletion.

16. Select the Delete Group tab. Then, select Delete.

Delete Group tab with Delete button available.

17. The group is now removed from the list.

Updated list of groups after a group has been deleted.

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