Set up element groups

Introduction

An element group is used to group element types together in categories. This helps filter the element types for each cost centre to meet your school’s specific needs.  

For example, the ‘Math, Science, and English’ element types could be in the ‘Teaching’ element group.   

When the Zunia onboarding team creates a financial entity for your school, it creates a default element type 'Account’ which contains the element groups: 

• Division 
• Sub-allocation group 
• Campus group  

This guide shows you how to set up element groups. 

Set up an element group 

To set up an element group, go to your finance entity and select Finance settings > General ledger settings, then select Element groups. 

The Element groups window displays.  

1. In Element groups, select Add.
   The Add element group pop-up appears.
    
2. In Add element group, enter the details:    

3. Select Save when you’re done.

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

Next, you can set up general ledger export.