Groups

How Do I?

Setup

• Updated!Adding a Client Group
• Updated!Deleting a Client Group
• Updated!Assigning a Client to Groups
• Activating Processing by Group
• Making a Client Group Inactive

Reporting

• Printing the Group List

Processing

• Processing by Group
• Relieving Outstanding Accounts Receivable Information
• Getting the list of members and removing them from the group

Troubleshooting

• Amounts are visible in the Outstanding column
• Cash receipts or credit notes are Outstanding

More Info >>

• Client Groups

  Associated companies can be grouped together by creating a group number and then assigning this group number to the applicable clients.

• Inactive Client Groups Overview

  As an alternative to deleting a client, you can deactivate the client until the year end close.

Reference >>

• Updated!Group properties and options

  Use this command to create groups or modify group information. Groups are used to represent divisions or subsidiaries of companies; for example, one client may have other companies that operate under one "umbrella" or parent company.

  • Address/Phone
  • Alternate Address
  • Documents
  • Attention
  • Billing Info
  • Tax Info
  • Other Info
  • Contacts
  • Memos

• Group Reports

  A group report contains only the specific clients assigned that group number. For example, when accessing a group work in process report, only the work in process for the client group selected is displayed and printed.