Summary Account Group Tab of the Account Group Names Form

If you establish a two-level structure for your account groups, use the Summary Account Group tab to insert or delete names for the summary account groups.

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Summary Account Grid

Use the grid to specify names for the summary account groups and to associate each one with a group type. The names that you enter on this tab are available on the Summary Account Group tab of Account Group Tables and as labels on general ledger reports.

Field	Description
Copy	Select the grid row for the summary account group name that you want to copy and click Options > Copy to copy the account group name.
Delete	Select grid row for the account name that you want to delete and click Options > Delete. 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 summary account group. This name displays as a label on general ledger reports and is available on the Summary 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. The group type for the summary account group overrides the group type for the corresponding detail account group when you associate them via account group tables.
+ Add Line	Click this option to add a summary account group name. After you add a summary group account name, associate the name with a group of accounts stored in an account group table. This option's availability depends on your security access rights.