Set up and manage account groups

Fred Office Plus

Account groups provide a great way to manage your data and can be used for easy reporting and for bulk statement printing and/or emailing. Account groups can be configured using the right-click quick actions or from the Assistants, Groups area.

Create an account group

1. Go to Contacts, then select Accounts.
2. Search for one or more accounts.
3. Select the accounts to add to the group.
4. Right-click one of the selected accounts, then click Add To Group.
5. Click Create New Account Group and enter a Name and Description.
6. Click OK, then click Save and Close.

Add to an existing group - with right-click

1. Select one or more entity to add to the group.
2. Right-click one of the selected entities, then click Add To Group.
   • If the group has been accessed recently, it displays in the list. Click it to add the items. For example, Group Fred.
   • If you selected the latter option (Add To Existing Group), you will then need to select the group and click OK.
3. Click Save and Close.

Add to an existing group - from Assistants

1. Go to Assistants, then select Group.
2. Click New, then enter a Name and Description.
3. Set the Group Type to Account.
4. Click OK.
5. (If required) click Add Entry to add more accounts.
6. Enter the account name and click Search.
7. Click to add all to Selected.
8. Click OK.
9. Click Save and Close.

Remove from a group

1. Go to Assistants, then select Group.
2. Double-click to open the relevant group.
3. Double-click and select Remove From Group.
   
4. Click Yes to confirm.
5. Click Save and Close.

Apply a fee to an account group

1. Go to Assistants, then select Group.
2. Double-click the group and select Perform Quick Action.
3. At the Welcome screen, click Next.
4. Click + next to Financial Details to expand, then click Apply a Fee.
5. Click Next and enter the fee details.
6. Click Next and review the list of accounts the fee will be applied to.
7. Click Confirm changes, then click Next.
8. Click Finish to save your changes.

Related links

• Configure and print statements (bulk)
• Configure and email statements (bulk)
• Apply a fee to an account group