Primary Group

A Primary Group is a main classification used to organize ledgers based on the nature of accounts such as Assets, Liabilities, Income, and Expenses.

Step 1: Primary Group Filters

1. Go to Admin Panel
2. Click Ledgers → Primary Groups and go to the Primary Group List page
3. 
4. 1. At the top of the page, you will see the filter options:

   Ø  Primary Group Name – Enter the group name to view specific records

   Ø  Nature of Group – Select the type of group:

   ü  All – Displays all groups

   ü  Assets

   ü  Liabilities

   ü  Income

   ü Expenses

   2. Click the Filter button
   3. The system will display filtered results based on selected filters
   4. Click the Reset button
   5. All selected filters will be cleared
   6. The system will display all primary group records by default

   Step 2: Primary Group Add

   1. Go to Admin Panel
   2. Click Ledgers → Primary Groups and go to the Primary Group List page
   3. Click the Add button 

Primary Group Add

1. Go to Admin Panel

Click Ledgers → Primary

1. The Add Primary Group page will open
2. Enter the required fields:

3. Ø    Primary Group Name (enter group name)

   Ø    Nature of Group (select: Assets / Liabilities / Income / Expenses)

   Ø   Status (Active / Inactive)

   2. Click Save
   3. The system will navigate to the Primary Group List page
   4. The Primary Group will be saved successfully

   Step 3: Primary Group Edit

1. In the Primary Group List, find the group you want to update
2. Click the Action button and select Edit

1. Update the required details
2. Click Update
3. The Primary Group will be updated successfully

Step 4: Primary Group Delete

1. In the Primary Group List, find the group you want to delete
2. Click the Action button and select Delete
3. A confirmation popup will appear → Click Yes
4. The Primary Group will be deleted successfully