This article takes you through the steps required for creating a new Accounts Receivable (AR) or Accounts Payable (AP) Group. The creation of both an AR group or an AP group has the same principle. In this article, we take the creation of an AR group as an example.

In Sage Evolution, the integration of customer and supplier accounts with General Ledger (GL) control accounts is set up via Accounts Receivable (AR) or Accounts Payable (AP) groups. The AR and AP groups are linked to GL control accounts. Subsequently, customers and suppliers are linked to these AR and AP groups. Because of this, the transactions posted on customers and suppliers are linked to the GL control accounts as set up in the AR and AP groups. Find below an example of creating and setting up a new group for Accounts Receivable.

1) Create the new Group from the "Accounts Receivable" module

In the Accounts Receivable module, go to "Maintenance" and click on "Groups":

Click on "Add" to create a new AR group:

The following screen pops up:

2) Set the GL control accounts on the new group

In this pop-up screen, fill out the following data:

Group Code: The code you want to give your new group.
Description: Give your new group a clear description.
Group Override: This is where you set up the GL control accounts for this AR group.
Group Number Override: In this section, you can set up default Document Profiles.
Revaluation: Here you set up the GL control accounts for revaluations.

Click on "OK" to save your new AR group.

3) Link customers to the AR group

Once you have created a new AR group, you can link customers to this group. In order to do this, navigate to your customer overview ("Accounts Receivable" - "Maintenance" - "Customers") and double click on the customer you want to edit. This opens the "Edit Customer" window. 
In this window, you can select the AR group for this specific customer. See the screenshot below for clarification:

IMPORTANT

Do note that if you do not set up the GL control accounts on the AR or AP group (so just create a group without GL integration), Sage Evolution will automatically post transactions on Customers or Suppliers on the default Trade Receivable and Trade Payable GL control accounts.