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titleHow to move an allocated account range
  1. Access the account groups for the practice or for a selected client. See Accessing account groups.
  2. Select the account range you want to move in the Account Group Details.
  3. Go to the Account Group Details table and select Display account ranges from the drop-down.
  4. Edit the account code in the Starting Code or Ending Code fields.
  5. Highlight the account ranges you want to move and either:

    1. drag and drop into the desired folder or

    2. right-click and select Copy

      Open open the folder you want to move to and select display Display account ranges from the drop-down (if there are already account ranges in the selected folder, click on the first empty row),

      right-click and select Paste.

  6. Click OK to save the changes.

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Accessing account groups

To access the practice account group configuration

Allocating individual accounts

Deleting account group or tax account group allocations

Restoring default settings for account groups

Allocating account ranges to account groups

Editing allocated accounts ranges

Including all balances in an account range

Separating debits and credits

Removing debit/credit separation