Create Reporting Groups

Use AR/AP Groups in the Finance submodule in the Settings module to create reporting groups.

To use AR/AP Groups in the Finance submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create a reporting group:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create a reporting group.
3. In the left pane of the Settings page, click Finance > AR/AP Groups.
4. On the bottom grid toolbar, click .
5. In the Create New Reporting Group dialog box, enter a group number for the reporting group that you want to create and click OK.
6. To edit the fields, double-click on them.