Set up account headings

Introduction

Account headings help you organise and group general ledger accounts that are similar or related to each other.

You can filter and search for groups of general ledger accounts using their account headings. For example, in the account heading 'Administration expenses', you’ll find a group of general ledger accounts, such as: 

• Printing and stationery 
• Postage 
• Telephone and internet

When the Zunia onboarding team creates a financial entity, it creates a default account heading for your school.

This guide shows you how to set up the account headings.
 

Set up a general ledger account heading

To set up an account heading, go to your finance entity and select Finance settings > General ledger settings. Select Account headings, then select Add.

The Add GL account heading pop-up appears.

1. In Add GL account heading, enter the details:

2. When you've added all the details, select Save.
   You’ve now added a new general ledger account heading.

You can use the 3 dots  icon if you want to edit, delete, or set an account heading as inactive.

Note: You can use only an active account heading. If you have an inactive tax code, go to Actions > Set as Active to activate the account heading again.