Set up automatic account posting groups in the Swedish version
To use automatic account codes, create an automatic account group. The group defines the accounts and dimensions to which amounts are allocated.
Set up automatic account posting groups
- [!INCLUDE [open-search](../../includes/open-search.md)], enter Automatic Account Groups, and then choose the related link.
- Choose New.
- On the General FastTab, enter a unique No. and a Description for the group.
In the lines, fill in the fields as described in the following table.
Field Description Allocation % Enter the percentage of the source line's amount excluding VAT to allocate. G/L Account No. Select the posting account for the allocation, or leave the field blank to use the source line's G/L account. An account you select must allow direct posting and must not be blocked. Shortcut Dimension 1 Code and Shortcut Dimension 2 Code Specify dimension values for the allocation. The field names reflect your company's global dimension names. Use the line's Dimensions action if you need to assign additional dimensions.
- Check that Total Balance is zero before you use the group.
Hinweis
Total Balance is the sum of Allocation % across the group's lines. Posting is blocked if the percentages don't total zero.