Account Categories is a feature within Martus that allows you to group accounts for reporting purposes. With account categories, you can consolidate information on your Income Statement and other financial reports into a concise format that groups related GL accounts together. Then, you can see summaries by category within the financial and budget reports.
To Set Up Account Categories
Within Martus click Setup > Account Categories
Once you have created a category you can add additional children categories by telling Martus which account is the parent account.
Once all your account categories are created you can access Setup > Account and change the 'Account Category' of your accounts.
You can set up any categories that you wish, and you can change them at any time. You may wish to number your categories to control the sequence in which they are displayed on reports.
Account categories are specific to Martus, independent of any kind of account grouping that you set up in your accounting system.
The video below walks you through setting up account categories
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