Editing allocated accounts ranges

How to edit an allocated account range

1. Access the account groups for the practice or for a selected client. See Accessing account groups. If Account Groups are to be configured for the practice, then select the Industry Type and nominate a Sample Client. See Accessing account groups.
2. Find and select the account range in the Account Group Details tree to be edited.
3. Select Display account ranges. Select this option from the drop-down located at the bottom of the Account Group Details table.
4. Edit the account code in the Starting Code or Ending Code fields.
5. Click OK to save the changes made in configuring the Account Groups. The window closes.

×