Location Groups in Accounting

This article reviews using Location Groups within the Accounting Module. 

Location Groups can be used in both 'Accounting' and 'Operations'. Location Groups in 'Accounting' allow Users to spread AP Invoices and Journal Entries across multiple Locations without needing to select the Locations manually.

Only Location Groups that have been configured for use in 'Accounting' will be available for AP Invoices and Journal Entries. To learn more about creating or editing Location Groups, please refer to the 'Location Groups Overview' article.

Location Groups in AP Invoices

When adding details to an AP Invoice for a Vendor that is entered 'By Account', Location Groups can be selected in the 'Select Location' drop-down menu. Selecting a Location Group will spread the detail amount evenly across all of the associated Locations. 

If multiple Location Groups and/or Locations are selected, each Location will only be used once for spread calculations.

The 'Entry' method is found on the 'Vendor Additional Info' tab of Vendor Records.
 

Location Groups are found at the bottom of the 'Select Location' drop-down menu, below the list of Locations.

Only Location Groups where the User has access to all of the associated Locations will be displayed

Location Groups in Journal Entries

When adding details to a Journal Entry, Location Groups can be selected in the 'Select Locations' drop-down menu. Selecting a Location Group will spread the detail amount evenly across all of the associated Locations. 

If multiple Location Groups and/or Locations are selected, each Location will only be used once for spread calculations.

Location Groups are found at the bottom of the 'Select Locations' drop-down menu, below the list of Locations.

Only Location Groups where the User has access to all of the associated Locations will be displayed

When a Location Group is selected, only GL Accounts available to all of the Locations within that Location Group can be used. If the selected GL Account is not available for all Locations, the 'GL Account' field will be automatically cleared. Once a Location Group has been selected, the 'Select Account' drop-down menu will only list GL Accounts that all Locations have access to.