General Information
Default Menu Location Maintain >> General Ledger >> GL Roll-up Groups
Screen Name GLROLL
Function The GL Rollup Groups are used as part of the
Financial Report Writer. When creating a new rollup group check off the GL Account Codes which should be included in the rollup. For ease of selection, type a partial account code in the filter text and select the Filter button.
Creating Rollup Groups
STEP 1: Click the New button.
STEP 2: Type the name of the rollup group in the 'Rollup Name' field.
STEP 3: Type in a description for the group in the "Long Description" filed.
STEP 4: In the bottom box, choose the accounts that will roll up into the group (selected accounts will turn green once saved).
