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How do I create an account set?


To create an account set you'll need the 'Manage customer account set' privilege. If you're not sure if you have this privilege check with your Administrator. 

  1. In the 'Administration' section, select 'Manage Account Sets'.

  2. Select 'Create Account Set'.

  3. Enter a name for the account set and a reporting currency. Select the accounts to be included and select 'Continue'.

  4. Assign the users you want to have access to the account set, select 'Continue' then 'Confirm'.

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