Modifying a Group
You can alter any information about a group simply by double-clicking the Department Group in the Department Group list. You can add more departments to the Group by using the Add button as described above.
Removing a Department from the Group
- Highlight the department in the list of departments in the Group window and click Remove
A dialog box asks you to choose which of the other departments in the group will receive the historic balances and any transactions for the department being removed.
- Click on the department code and then click Transfer
All accounts associated with the group from which the department has been removed will have that sub-ledger deleted, and any balances will be transferred to the nominated department.
All transactions (including posted) that use the account-department are changed to have the nominated department instead of the removed one.
Clicking Cancel leaves the department in the group.
- Click OK to accept these changes
Clicking Cancel will close the window without saving the changes.