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My Preferences - Account Groups

Description

The Account Groups function of the eStatements service allows you to organize your accounts eStatements into meaningful groups. This will allow you to recall these groups quickly when preparing reports requiring eStatements. When setting up account groups, organize your eStatements into meaningful groupings, for example by division (e.g. Atlantic Division) or according to reporting requirements (e.g. daily, month-end).

Account Group Grid

The account groups grid displays the groups you have created, and allows you to either modify or delete the group by selecting the appropriate button.

Business Rules

1. When a group is deleted, it is also removed from any User-defined reports where it is defined.
2. A maximum of 3 accounts can be included in an account group.
3. A maximum of 25 groups can be maintained at any one time.

How do I create an Account Group?

How do I modify an Account Group?