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How do I create an Account Set?


To create an Account Set follow the steps below:

  1. Select 'Administration' from the left hand menu.

  2. Then select 'Manage Account Sets'.

  3. In the bottom right hand corner select 'Create Account Set'.

  4. Enter an 'Account Set Name' and select a reporting currency from the drop-down list.

  5. Choose the accounts you want to put in the set, then select 'Continue'.

  6. Then choose the users you want to assign to the account set and select 'Continue'.

  7. Once you've checked the information is correct you can then select 'Confirm' to create the account set.

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