20.15 Maintain Account Group

The Account Group Maintenance screen is used to create groups of the account codes, and these groups can be used for charge calculation.

To maintain account group:
  1. On the Homepage, from Teller mega menu, under Branch Maintenance, click Account Group Maintenance or specify Account Group Maintenance in the search icon bar and select the screen.
    The Account Group Maintenance summary screen is displayed.

    Figure 20-29 Account Group Maintenance (Summary)



  2. Click the Add icon icon.
    The Account Group Maintenance (New) screen is displayed.

    Figure 20-30 Account Group Maintenance (New)



  3. On the Account Group Maintenance screen, specify the fields. For more information on fields, refer to the field description table.

    Note:

    The fields marked as Required are mandatory.

    Table 20-21 Account Group Maintenance - Field Description

    Field Description

    Account Group Code

    Specify the account group code.

    Account Group Code Description

    Specify the description of the account group code.

    Add Accounts

    Specify the fields.

    Account Number

    Specify the account number. You can also select from the list of values.

    Account Group Code

    Displays the account group code.

    Action

    Click the necessary icon to save, edit, or delete the values of a row.

  4. Click Save.
    The summary view is displayed with the configured details of account groups.