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Q:
How do I create an account set?
A:
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.
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In the 'Administration' section, select 'Manage Account Sets'.
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Select 'Create Account Set'.
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Enter a name for the account set and a reporting currency. Select the accounts to be included and select 'Continue'.
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Assign the users you want to have access to the account set, select 'Continue' then 'Confirm'.