Group Accounts allow for Accounts to be organised and linked together. These can be viewed through the Group Accounts additional tab.
Group Accounts Setup
Use the Filter and Search functions to select the list of Accounts that you want to allocate the Group Account to.
Click the Assign button on the Menu bar on the left:
1. | Select the option of ‘All Accounts in current filter’, ‘Selected Accounts’ or ‘Number of Accounts’ as required. |
2. | Select Assign to 'Set other field'. |
3. | Select the GroupAccount field in the set field drop down and in the ‘to’ field add the Account Number of the Account you want to group too. |
Click the Apply button:
The system will then go through all selected Accounts and add the relevant Account Number to the Group Account field.
Creating the Group Account Tab
To make this information visible on an Account view you will need to add a new tab to a panel and the required fields. To Learn more about adding a Tab to a Panel please click here
When creating a Group Account Tab you will have two Field/Items that relate to go Grouping Accounts -
‘*Group Account Field’ - This field will give you the option to add Accounts to a group. It is a search box and is hard coded so you cannot change the criteria it searches on.
‘*Group Accounts’ - This field will show you a list of all the Accounts in this group.
Once you have added what you want click the ‘Back’ button and turn off editing. These will now be added to the ‘Additional Information’ Panel and you can see below how it will appear.
*Group Account Field -
When you click the magnifying glass it will bring up the search and you can select what information to filter on.
and *Group Account -
