Add Accounts to Group

Now, learn how to add a branch account to your newly created group.

  1. Go to the ACCOUNTS section.

  2. Locate the account you want to add to a group.

  3. Click on the pencil icon to edit the branch account details.

  4. On the bottom left, find the ACCOUNT GROUP field.

  5. You can choose the group to add the account from the dropdown menu.

  6. Click "SUBMIT & CLOSE" to save your changes.

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