Add Account Group

Enter the Display Name of the Account Group.

 

Refer to Understanding Accounts, Account Groups, Account Types and Account Categories for more detail of Account Groups.

 

The Display Name is a Required field ().The user is required to Enter a Display Name for the corresponding new Account Group Should the user not Enter  a Display Name and attempt to Save () the information the system will give an indication  () that this is compulsory information.

 

If the Account Group is a sub type of another Account Group, then select or add the Parent Account Group.

 

Refer to Understanding Accounts, Account Groups, Account Types and Account Categories for more detail of Account Groups.

The user selects the Parent Account Group by Left Clicking on the Drop Down List Box (). When this is done a list of available Groups will be displayed.

Select the applicable Account Group by Left Clicking on it in the list. Should the user want to enter a New Account Group, it is done by Left Clicking on the Add  Button (). When this is done the Add Account Group Page will be displayed (Refer to Add Account Group).

 

Typical entries will be if another system was previously used to define Account Groups, where the previous system's Code can be used in this field as a reference.

 

Any or no alpha-numeric characters can be entered.