Add a New Detail Account Group Name Record

To set up a single level of account groups, add detail account group names on the Detail Account Group tab. To set up two levels of account groups, add both detail and summary account group names.

If Vision detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new detail account group name, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Accounts > Account Group Names.
2. On the Account Group Name Info Center form, click the Detail Account Group tab.
3. Click Insert.
4. Enter the account group name and specify its group type.
5. Click Save.