View Group Details

Groups are lists of account numbers that typically consist of a heading account, one or more detail accounts, and a total account. You can create or modify a list of accounts and information to include in a report. On the Other Information tab, click Chart of Accounts > Group Details.

Adding Group Lists

You can add a group by clicking Add Group at the top of the window. Enter a name and description, then add to the list any relevant accounts and entries.

Viewing Accounts and Details

In the list, view each account in the group, and click Show Detail to see how the program handles each account.

Below the list, details display for each account. For more information on the source drop-down list, see Group Detail Sources.

Sharing a Group

Use the Load from a File and Save to a File features to share groups between users.