Use the Detail Account Group tab to add or delete names for detail account groups. 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.
Contents
| Field | Description |
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| Detail Account Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
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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.
|
 Delete
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Select the grid row for the account name that you want to delete and click this option 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.
|
| Account Group Name
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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.
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| Group Type
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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.
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