Adding and Deleting a Unit

A unit is optional but recommended for groups that report based on counting units. If you do not add a unit, a Total entry appears for the group.

  1. Select a group.
  2. Select Add in the Units section to add all units to be counted as part of this group.
  3. Select the Unit Type for each unit. Only the Unit Types associated with the Cash Management class for the group are available in the Units list. When you select a value from the Units drop-down, the Name column shows the name of the unit selected. Change the Name value to show its representation on the count sheet screen view and print copy. You can use each Unit Type only once on a page.
  4. To delete a unit, highlight a unit row and select Delete Unit.

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