Sub Groups

A Sub Group is a detailed classification under a Main Group, used to further organize ledger accounts for accurate accounting structure.

Step 1: Sub Group Filters

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

·         Primary Group – Select the main category (Assets / Liabilities / Income / Expenses)

·         Main Group – Select the parent main group

·         Sub Group Name – Enter the subgroup name to search specific records

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

Step 2: Sub Group Add

1. Go to Admin Panel
2. Click Ledgers → Sub Groups and go to the Sub Group List page
3. Click the Add button
    
4. The Add Sub Group page will open
    
5. Enter the required fields:

·         Sub Group Name (enter subgroup name)

·         Main Group (select parent group)

·         Status (Active / Inactive)

6. Click Save
7. The system will navigate to the Sub Group List page
8. The Sub Group will be saved successfully

Step 3:  Sub Group Edit

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

3. Update the required details
4. Click Update
5. The Sub Group will be updated successfully

Step 4: Sub Group Delete

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