Create Reporting Groups

Use the AR/AP Groups submodule to create reporting groups.

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

To create a reporting group:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a reporting group.
3. In the left pane of the Settings screen, 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. You can edit the different fields by double-clicking on the corresponding field.