14.1.3 Group Account

This topic describes the systematic instructions to group these accounts.

  1. Click Next on Link Account screen.
    The Group Account screen displays.
  2. Click + to add an account into the structure.
    The Group Account screen displays. For more information on fields, refer to the field description table.

    Table 14-5 Group Account – Field Description

    Field Description
    Group Name Specify the name of the group.
    Description Specify the description of the group.
    Group Priority Specify the group priority.

    The RTL process is executed based on the given priority. Lower the number, higher is the priority.

    Accounts Select the account to be added into the group.

    While adding the account into the group, the priority of the account (within the group) can be specified. Once the account is added into the group, the same cannot be added in the same or any other group again within that structure.

    On the left side of this screen, there is a list of accounts; which are added to the structure. The user can select the account to be added into the group.

    While adding the account into the group, the priority of the account (within the group) can be specified. Once the account is added into the group, the same cannot be added in the same or any other group again within that structure.

  3. Click Save.
    The group details are saved.