Just these help pages, not phone support or the product itself
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The available options in the right-click menu will vary depending on what and where you right-click.
Option
Description
Expand
To expand and view the contents of a selected account group folder.
This is the same as clicking on the Account Group Details tree.
Collapse
To collapse and hide the contents of a selected account group folder.
This is the same as clicking on the Account Group Details tree.
Expand All in Group
To expand and view all the sub-folders and contents of a selected account group folder.
Collapse All in Group
To collapse and hide all the sub-folders and contents of a selected account group folder.
Expand All
To expand all the account groups listed in the Account Group Details tree, so that you can view all the sub-folders and contents of the account group structure.
Collapse All
To collapse and hide all the account groups listed in the Account Group Details tree so that only the top level account group folders are listed.
Cut
To remove and make a copy of an account so that it can be pasted into another account group.
Paste
Paste an account that was Cut into another account group.
Create New Custom Group
To add a new summary account group under the selected account group.
At any time, custom account group allocations can be removed and the default account group configurations restored.
Use Restore Master Settings to remove practice level account group allocations and revert to the Statutory Reporter master default account group allocation.
Use Restore Practice Report Settings to remove client level account group allocations and revert to the practice level account group allocations.