Import a PDF asset schedule, or a spreadsheet report with section headings and subtotals. After the file is read, a Groups step appears whenever the file carries groups. For a spreadsheet, DepreciationPro detects the groups while it reads the file, so the step opens on the result: how many sections it found and whether their totals tied. Press Continue and the question follows. For a PDF, the step opens straight onto the question:
Use the groups as
Every asset keeps its group name in the Source Category column either way.
Three cards sit under it: GL accounts, Activities, and Source categories only. Nothing is chosen for you. Pick a card, and the step shows what that choice means for each group, so you can see what you are deciding about before you decide. Continue stays off until you have picked one.
What each card means
Each card carries a one-line hint, and picking it opens the detail for your file's groups.
GL accounts: each group is an asset class. Pick the account each one posts to. The list shows every group with an account picker beside it, and you can create an account in place if your chart does not have it yet.
Activities: each group is a property or activity on this entity, matched by name or created. The list shows which groups matched an existing activity and which will be created.
Source categories only: keep the group name on each asset and decide later. One line confirms the labels stay in the Source Category column.
There is no AI in this question. Matching group names to activities is plain name matching, and the choice is always yours.
Source categories only is a real answer
Source categories only routes nothing and the import proceeds exactly as it otherwise would. The group labels are still stored on every asset, and the assets tab will offer to bulk-assign them later.
Nothing about this question can stop a file from importing.
Which imports ask
The Groups step appears for PDF asset schedules and for spreadsheet reports that carry section headings and subtotals, no matter which door you came in. A vendor PDF started from the third-party import screen hands off to the same review surface, so both doors behave identically.
For a PDF, the step opens straight onto the question above. For a spreadsheet, the read step keeps going while the groups are detected, then the step opens on the result: a row of counts, then three tabs, Totals check, Groups found, and Set aside (the heading and total rows that were kept out of the asset list). The question follows once you press Continue; Back starts the upload over.
A flat spreadsheet, with a band column but no section headings or subtotals, never shows the step. It still reaches all three destinations by mapping:
Map the band column to Source Category. It is in the Organization group of the field list on both doors, and a column named something like "Asset Class" is usually mapped there for you.
To route it, map the file's activity or GL account column to Activity or GL Account Number as well.
Or assign in bulk after import.