--- title: User Guide - Managing Accounting Groups description: This guide reviews how to create and manage Groups within Smartwebs' Accounting module --- [Skip to content](https://solutions.smartwebs.com/en-us/smartwebs-solutions/managing-groups-in-smartwebs#main-content) English - United States Show submenu for translations ![Logo-FullColor HOA management Platform-1](https://solutions.smartwebs.com/hubfs/Logo-FullColor%20HOA%20management%20Platform-1.svg) - [Smartwebs Solutions Home](https://solutions.smartwebs.com/) - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) - [Manage Tickets](https://support.smartwebs.com/tickets-view) Open main navigation Close main navigation - [Smartwebs Solutions Home](https://solutions.smartwebs.com/) - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) - [Manage Tickets](https://support.smartwebs.com/tickets-view) - English - United States Show submenu for translations - [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) [Contact Us](https://share.hsforms.com/2VBrljHAiSeCkcUy_-IEe_Aq0yoc) How can we help you? - There are no suggestions because the search field is empty. 1. [Smartwebs Solutions](https://solutions.smartwebs.com/en-us/smartwebs-solutions?hsLang=en-us) 2. [Accounting](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us) 3. [Configuration & Setup](https://solutions.smartwebs.com/en-us/smartwebs-solutions/accounting?hsLang=en-us#configuration-setup) October 15, 2025 # User Guide - Managing Accounting Groups ## This guide reviews how to create and manage Groups within Smartwebs' Accounting module #### Navigate to groups by going to Accounting \> Receivables \>Groups All homeowners must be assigned to a group and are only allowed to be in one group at a time. #### **Creating a Homeowner Group** 1. Click +ADD GROUP 2. Enter Group name 3. Select Units included in the group Use Search to find addresses or names 4. SAVE 5. Repeat for additional Groups #### **Editing a Homeowner Group** 1. Select Group 2. Click +ADD UNIT 3. A new drawer will open with all unassigned units Note: A unit can only be included in one group at a time Select the unit(s) by checking the box on the far left. 4. Click SAVE 5. Click SAVE again #### **Setting Up Recurring Charges for a Homeowner Group** 1. Click Options for the specific Group 2. Click Setup Recurring Charges 3. Enter Charge Code 4. Enter Amount (optional) 5. Save 6. Click pencil icon to edit OR X to delete existing Charge Codes 7. Click X to close the drawer when finished 8. 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