GL Rollup Groups

Modified on Wed, 07 Nov 2012 11:41 by hmontgomery — Categorized as: General Ledger

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General Information
Creating Rollup Groups

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).