Security Account Groups

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1 Introduction
2 Setting up Security Account Groups

Introduction

Security groups are used to assigned a group of accounts to a specific group which can be used when defining a Control Group.

Setting up Security Account Groups

Note: This is optional.

To set up a Security Account Group, navigate to the menu and select Configuration > Account > Security Account Groups.

Fill in the fields on the Account Groups tab in the Account Groups block.

Field	Description

Field	Description
Group	Enter the name of the Account Group (max. 6 chars).
Seq	Enter a sequence number (i.e. 1,2,3,4 or 10, 20, 30…).
Description	Enter a description for the Account Group.

Note: An Account Group can NOT be deleted if that account group is used in a Control Group which has the Period Control set to YES.

The Group Accounts tab will define which accounts are included in the account group.

In this tab, individual accounts can be added to or deleted from an account group. As well, a range of accounts can be added to or deleted from an account group.

To add a range of accounts to an account group, or delete a range of accounts from the account group, enter information in the Account Range section.

In this field...	Enter this information...

In this field...	Enter this information...
Group Type	The name of the account group type. This field cannot be modified.
Account Group	The name of the account group. This field cannot be modified.
From Acct	The accounts to add to, or remove from, the account group. Accounts with a number greater than or equal to the number entered will be selected. This value can be selected from the Accounts list of values.
To Acct	The accounts to add to, or remove from, the account group. Accounts with a number less than or equal to the number entered will be selected. This value can be selected from the Accounts list of values.
Add/Delete (A/D)	Determines whether the range of accounts will be added to, or deleted from, the account group. Valid values include: A - Will add the range of accounts to the account group. D - Will delete the range of accounts from the account group.

Once information is entered, navigate to the Account Group Accounts block to show the changes.

To add an individual account to an account group, enter information in the Account Group Accounts section.

In this field...	Enter this information...

In this field...

Enter this information...

Account Major

The account major.

This value can be selected from the Accounts list of values.

Account Minor

The account minor.

This value can be selected from the Accounts list of values.

Description

The description will populate with the account minor description.

This field cannot be modified.

Press F8 or click on the Save icon to commit changes.