Insert Accounts into an Existing Detail Account Group Table
You can insert a single account or range of accounts in an existing detail account group table.
To insert accounts in an existing detail account group table, complete the following steps:
- From the Vision Navigation menu, click .
- On the Account Group Table Info Center form, click the Detail Account Group tab.
- Select a detail account group table.
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Click
Insert to insert an account or range of accounts. To specify a single account number, enter the same account number in the Start Account and End Account fields.
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Use the
Test Setup option to check that each account is assigned to a detail account group.
If an account is not associated with a group, the account displays with the label of other on reports.
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Click
Save.