Create an account group
/visma-net-erp/help/project-accounting/manage-projects/create-an-account-group
section
Before defining account groups, identify the accounts that will be used for project-related transactions.
2026-02-19T17:09:06+01:00
# Create an account group
Before defining account groups, identify the accounts that will be used for project-related transactions.
Before defining account groups, identify the accounts that will be used for project-related transactions.
You should exclude customer ledger accounts (accounts debited by project invoicing) and supplier ledger accounts (accounts credited by supplier invoices).
1. Go to the [Account groups (PM201000)](/visma-net-erp/help/project-accounting/project-accounting-windows/account-groups-pm201000/) window.
1. Click .
1. In the **Account group ID** field, enter an ID for the account group you want to create. You can use up to 10 characters, both letters and numbers. It must comply with the ACCGROUP segmented key.
1. In the **Type** field, select the account type of the account group. The type of group should be the same as the type of general ledger accounts included in the group. An off-balance account group cannot include any general ledger account.
1. In the **Description** field, enter a short description of the account group.
1. On the **Accounts** tab, click .
1. In the **Account** field, select an account.
1. Repeat steps 5 and 6 to add more accounts to the account group.
1. Click .
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