Code Group Types

PATH: Finance > General Ledger > Administration > Code Group Types

Group Types organize Code Groups into manageable collections. Campus provides pre-defined Group Types and allows you to set up your own Group Types.


 

Example Code Group Types tab with a user-defined Group Type selected.

This help article includes the following topics:


Pre-defined Group Types

PATH: Finance > General Ledger > Administration > Code Group Types

Campus has pre-defined the following Group Types:

Group Type

Code Groups assigned to this type are...

Administration

used to create and maintain General Ledger accounts on the GL Account Number Maintenance editor.

Budget

for account inquiry and reporting.

Reportused for reporting.

State

used for creating "state" account groups. The table used to enter the rules becomes state sequence oriented instead of local sequence oriented. State groups cannot be changed to another group type, nor can they be copied to another group type.

User Access

used for granting access to General Ledger accounts. Only system administrators may use the User Access Code Group Type. Until a system administrator assigns a User Access Code Group to a user, the user does not have access to any accounts. When the system administrator assigns a User Access Code Group to a user, the user is given access to the General Ledger Accounts contained within the Code Group for all transactions, reporting and inquiry. 

Note

User's are given access to this group type when the All Finance Accounts checkbox is selected on the User Account tab.

Note

You cannot edit pre-defined Group Types.


Adding a Group Type

PATH: Finance > General Ledger > Administration > Code Group Types

  1. Click the New button.
    Result
    The Group Type Editor displays.
  2. Enter a unique name in the Type field and a Description of the Group Type.
  3. Click the Save button.

Editing a Group Type

PATH: Finance > General Ledger > Administration > Code Group Types

Note

You cannot edit pre-defined Group Types.

  1. Click the Group Type you want to edit.
    Result
    The Group Type Editor displays.
  2. Change the name in the Type field and or update the Description of the Group Type.
  3. Click the Save button.

 

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