Insert Accounts into an Existing Detail Account Group Table

You can insert a single account or range of accounts in an existing detail account group table.

To insert accounts in an existing detail account group table, complete the following steps:

  1. From the Vision Navigation menu, click Info Center > Accounts > Account Group Tables.
  2. On the Account Group Table Info Center form, click the Detail Account Group tab.
  3. Select a detail account group table.
  4. Click Insert to insert an account or range of accounts. To specify a single account number, enter the same account number in the Start Account and End Account fields.
  5. Use the Test Setup option to check that each account is assigned to a detail account group.

    If an account is not associated with a group, the account displays with the label of other on reports.

  6. Click Save.