Detail Account Group Tab of the Account Group Names Form
Use the Detail Account Group tab to add or delete names for detail account groups.
Contents
Detail Account Grid
Use the grid to specify names for the detail account groups and to associate each one with a group type. The names that you enter on this tab are available on the Detail Account Group tab of Account Group Tables and as labels on general ledger reports.
Field | Description |
---|---|
Copy | Select the grid row for the account name that you want to copy and click | to copy the account group name.
Delete | Select the grid row for the account name that you want to delete and click | to remove the account group name. You cannot delete account group names that are associated with existing account group tables. This option's availability depends on your security access rights.
Grid Filter | Click at the top right of the grid to filter the contents based on column values. For information about how the filter works, see Filter the Grid Results. |
Account Group Name | Enter a name for the detail account group. This name displays as a label on general ledger reports and is available on the Detail Account Group tab of Account Group Tables. |
Group Type | From the drop-down list of all standard account categories, select the category that applies to the account group. The category that you select determines the placement of the group on general ledger reports if you choose
Account Groups as a report sorting/grouping option.
If you also use summary account groups, the group type for the summary account group overrides this setting. This occurs after you use the account group tables to associate the summary groups with detail groups. |
+Add Line | Click this option to add a detail account group name. You can associate this name with groups of accounts stored in account group tables. This option's availability depends on your security access rights. |
Parent Topic: Account Group Names Form