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
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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
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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).