---
title: "Working With GL Account Categories"
slug: "working-with-gl-account-categories"
updated: 2026-08-10T20:04:09Z
published: 2026-08-10T20:04:09Z
canonical: "help.idibilling.com/working-with-gl-account-categories"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Working With GL Account Categories

Account Categories are used to group journal entries.

- **Asset and Liability Categorie**s are used to group journal entries associated with the Balance Sheet.
- **Revenue and Expense Categories** are used to group journal entries associated with the Income Statement.

Account Categories are system defined or user defined.

- System-defined categories are considered seed information in the IDI platform. Categories needed to be able to configure and operate the general ledger system. They cannot be edited.
- User-defined categories can be created so that you can track user-entered journal entries under different categories.

### **Accessing GL Account Categories**

- From the Application menu, select **Backoffice Management > General Ledger > Accounts > Account Categories.**

[![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1786129923874.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A46Z&se=2026-11-14T12%3A03%3A46Z&sr=c&sp=r&sig=gXhGhFTVJsfAVutnEZSxYaynyhxOj0ZiaIlXxArIm9g%3D)](/docs/F_72846)

### **To Add or Edit an Account Category:**

- From the **General Ledger Account Categories** form, right-click and select **Add**.

OR

- Select **Edit** to modify an existing account.

[![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1786129923876.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A46Z&se=2026-11-14T12%3A03%3A46Z&sr=c&sp=r&sig=gXhGhFTVJsfAVutnEZSxYaynyhxOj0ZiaIlXxArIm9g%3D)](/docs/F_34786)

- Enter the category name and description and click **Save**.

### **To delete an Account Category:**

- Right-click on a row and select **Delete.**