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Account classes

Account classes form the overarching hierarchy of the chart of accounts and create a comprehensible order for general ledger accounts and evaluations.

Account classes

Account classes form the overarching hierarchy of the chart of accounts and create a comprehensible order for general ledger accounts and evaluations.

Why this point is crucial for key users

A good account class is like a table of contents for financial data: it helps users find accounts and provides a stable structure to reports.

Fields and settings at a glance

  • Name: Meaningful name of the account class.
  • Level: Hierarchical depth of the group.
  • Parents: Parent class under which the group is represented.
  • Sorting order: Order within the same hierarchy level.

How to prepare for the process safely

  1. Sketch the desired hierarchy before planting.
  2. First create higher-level classes, then create lower-level classes.
  3. Maintain levels and sorting consistently.
  4. Check the representation with representative accounts.

Check before sharing

  • Each subgroup has the correct parent class.
  • Layers and sorting create a readable order.
  • Accounts are fully and clearly assigned.

What your team gets out of it

The chart of accounts becomes navigable - and the numbers behind it gain context.

Related topics

  1. For key users – understand and prepare processes › Finance › Preparation of financial reports › Balance sheet groups
  2. For key users – understand and prepare processes › Finance › Preparation of financial reports › P&L groups

Frequently asked questions

Why is account classes important for key users?

A good account class is like a table of contents for financial data: it helps users find accounts and provides a stable structure to reports.

What needs to be checked before release?

Each subgroup has the correct parent class. Layers and sorting create a readable order. Accounts are fully and clearly assigned.