Creating Groups of Account Groups

  To create groups of account groups:

1. From any Strategic Finance view, select Accounts, then Account Groups.

2. From Account Groups, select General.

3. Click the New (Insert) button.

4. Select List of Groups and click OK.

5. When the group appears in Available Groups, enter a unique name.

6. Optional: To change the group display order in Available Groups and View on the Accounts view, select a group and click the up and down arrows.

7. In Header, enter the heading for the group to be displayed on the Accounts view.

8. Optional: Click Hide Group from Filter in Accounts if you do not want this group to appear in the View.

9. In Default Dataview, select the default dataview to display when accessing the group.

   Default: <current>

10. Select Groups Containing Groups.

11. In Group, select the name of the new group.

12. In Selected Groups select a name in Account Group to Add, and click New (Insert).

13. Click OK.