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. From the Groups section, highlight a group.
2. From the Units section, click the Add link to add all units to count as part of this group.
3. From the Units drop-down list, select the Units for each group.

   Only the Unit Types associated with the Cash Management Class for the group are available in the Units drop-down list. When you select a Units value, 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 record, and then click the Delete link.
5. Click Save.