Account Groups

Navigation

• Click Operations from the top navigation menu.
• Select Accounts.
• Click Account Groups.

• The Account Groups screen displays all the account groups available in the company.
• Use the Filter Account Group field to search for a specific account group.
• Each account group displays its:
  • Account Group – Name of the account group.
  • Parent – Parent account under which the account group is classified.
  • Print Index – Defines the print index of the account group.
  • Edit – Allows you to modify the account group’s details.

Create a New Account Group

• Click the + (orange) button to create a new account group.
• Enter the Account Group name.
• Select the required Parent from the dropdown.
• Enter the Print Index.
• Click the ✓ button to save the new account group.

Edit an Account Group

• Click the Edit (✎) icon for the required account group.
• Modify the Account Group, Parent, or Print Index as required.
• Click the ✓ button to save the changes.
• Click the ✕ button to cancel the changes.