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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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.
Summary Account Grid
| Field | Description |
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| Summary 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
|
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.
|
 Delete
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Select the account group name you want to delete and click this option. 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 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.
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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.
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.
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