Page Comparison - Renaming account groups (v.1 vs v.2) - PS Help: Client Accounting Help

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title	To rename an account group at a client level

Access the account groups for the client. See Accessing account groups.
Find the account in the Account Group Details tree.
Right-click on the account and select Rename . A Statutory Reporter confirmation dialog is displayed.Click Yes to delete the account allocation. Click No to cancel. If Yes is selected, the account allocation is removed from the account group folder in the Account Group Details tree and returned to the Chart of Accounts table where it can be re-allocated to the appropriate account group.

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title	To delete (or unallocate) account group allocations to a custom group

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You cannot delete a custom account group that contains allocated accounts. To delete the custom account group, first unallocated the accounts then delete the custom account group.

Access the custom account groups for the selected client. See Accessing account groups. The Statutory Reporter — Account Groups window or (NZ) Statutory Reporter — Tax Account Groups window opens.
Unallocate accounts from a selected custom account group. The account allocation is removed from the custom group folder in the Account Group Details tree and returned to the Chart of Accounts table.
Select the custom account group folder in the Account Group Details tree.
Right-click on the custom account group folder and select Delete. A Statutory Reporter confirmation dialog is displayed.
Click Yes to delete. Click No to cancel. If Yes is selected, the custom account group folder is removed from the account group folder in the Account Group Details tree. The Rename account group window appears.
Enter a name in Account group and click OK.
Click OK on the Account Groups window.

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Accessing account groups

To access the practice account group configuration

To access the client account group configuration

Allocating individual accounts

Allocating account ranges to account groups

Deleting account group or tax account group allocations

Restoring default settings for account groups

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