Adding Accounts

You can use the Add Accounts dialog to assign accounts to a summary profile.

To assign accounts to summary profiles:

  1. From Home, click Application, and then click Profiles.
  2. Either create a new profile and then select Summary Profile, or select a summary profile, and then Edit.
  3. Select and add the accounts to 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 by going to 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.