Add, edit and delete groups

In the Data page, you can manually add trial balance groups to a grouping structure in the firm template, if needed.

You can also edit or delete any groups you create. Note that you cannot edit or delete any pre-existing groups in the template.

Add a group

You can manually add groups to a grouping structure.

To add a group:

  1. Go to the Data page, then select the grouping structure you want to add a group to from the left pane:

    • Financials groupings

    • Tax groupings

    • Prescribed groupings.

  2. Select Add () | Add group.

    The Group Properties dialog displays.

  3. Set the properties for the new group.

    Refer to Group properties for a description of each group property.

  4. Select Save to add the group.

Edit a group

You can edit the properties of a group you have added to the firm template.

To edit a group:

  1. Go to the Data page, then select the grouping structure from the left pane:

    • Financials groupings

    • Tax groupings

    • Prescribed groupings.

  2. Select the group you want to edit, then select Edit (Edit icon) to open the Group Properties dialog.

    Tip: You can search groups using the Search field on the top right corner of the page.

  3. Edit the group properties as needed.

    Refer to Group properties for a description of each group property.

  4. Once you're done, select Save.

Delete a group

You can delete a group you have added to the firm template.

To delete a group:

  1. Go to the Data page, then select the grouping structure from the left pane:

    • Financials groupings

    • Tax groupings

    • Prescribed groupings.

  2. Select the group you want to edit, then select Edit (Edit icon) to open the Group Properties dialog.

    Tip: You can search groups using the Search field on the top right corner of the page.

  3. Select Delete.