1. Administrator's Guide
  2. Managing Profiles
  3. Adding Accounts

Adding Accounts

The Add Accounts dialog enables assignment of accounts to a summary profile.

To assign accounts to summary profiles:

  1. From Quick Links, select Profiles.
  2. Either create a new profile and then select Summary Profile, or select a summary profile, then Actions, and then Edit.
  3. From the Available Accounts, select and add the accounts to the Selected Accounts.
  4. Save as one of the following:

    • Save as Filter—Evaluates the filter at the time the summary profile is copied to the period and at that point the list of accounts is saved and stored.

    • Save as List—You select accounts: under Available Accounts, select the accounts for the summary profile, and then add them to under the Selected Accounts.

  5. When finished, click Save and Close.