Allocating individual accounts

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You can allocate unallocated accounts to an account group in a number of ways:

Use drag-and-drop to allocate individual accounts to account groups. The account must be dragged from the Chart of Accounts table to the appropriate account group in the Account Group Details tree.
Using the Allocate to Group button on the Statutory Reporter — Account Groups or (NZ) Statutory Reporter — Tax Account Groups window.
The Chart of Accounts right-click menu option, Allocate to Group, is used to allocate a selected account to an account group in the Account Group Details tree.

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 To access the practice account group configuration.
Locate the account in the Chart of Accounts table. Select Display unallocated accounts on the drop-down at the bottom of the Chart of Accounts table, to view only those accounts which have not been allocated to an account group.
Locate the account group in the Account Group Details tree.
Click the account entry in the Chart of Accounts table and drag-and-drop it into the account group in the Account Group Details tree. The account is displayed in the account group in the Account Group Details tree.
The account within the account group is identified with if it is configured at a practice level. The account within the account group is identified with if it is configured at a client level.
Repeat Step 2. to Step 4. to allocate all the accounts in the Chart of Accounts table as necessary.
Click OK to save the changes made in allocating individual account to the account groups.

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 To access the practice account group configuration.
Select an account from the Chart of Accounts table.
Select the account group from the Account Group Details tree. See Account Group Details tree.
Click Allocate to Group. The account is allocated to the selected account group.
Click OK. The window closes and any allocations are saved.

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 To access the practice account group configuration.
In the Chart of Accounts table, select the account to be allocated to an account group.
In the Account Group Details tree, select the account group to which the account is to be allocated.
Right-click on the account in the Chart of Accounts table and select Allocate to Group.
Click OK. The window closes and any allocations are saved.