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How To Create an Account Group

Description

Step 1 - Input Name, Description and select Accounts

1. Input a name of the account group in Group Name field.
2. Input a description of the group if desired.
3. Select the accounts you wish to include in the group by selecting the checkbox beside each applicable account.


4. Click Next.

Step 2 - Order the Accounts selected

1. Beside each account listed, enter a number in the order number field to indicate the order in which you want the accounts displayed in the group.
2. Click Next.

Tip
Use numbers in increments greater than 1 to allow for easy editing at another time. For example, if you use the order numbers such as 5, 10, 15, 20 etc. you can easily add an account in between other accounts (#1, 6 etc) if necessary without having to reorder all of them.

Step 3 - Review the group

1. Review the accounts included in the group and the order which you defined.
2. Click Finish.
3. The account group will be added into the account groups grid.