Group Numbers

Working Papers provides 10 custom groupings that can be used to group accounts together (Group 1 to Group 10). Group 1 is always defaulted to the leadsheet grouping (grouping of accounts by leadsheet number and contains the leadsheet numbers used in the preparation of a working paper file.

When creating a new client file using the sample client file that is installed with Working Papers, sample leadsheet numbers are already available. You can modify the existing leadsheet numbers or create an unlimited number of leadsheet or group numbers in the L/S, Groups 2 through Group 10 screens. Complete the L/S grouping as a minimum before modifying the map numbers as the leadsheet numbers are then assigned to map numbers. Setting up map numbers with the corresponding leadsheet numbers prescribes that when assigning map numbers to the account numbers in the trial balance, the appropriate leadsheet numbers are automatically completed for each account number.