Client & Matter Account Groups

VIDEO:

To create/edit/delete a Bill and Payment account group:

  • Click on the Settings link under Clients tab.

  • Click on Account Groups tab.

Note: the Account Groups are used for the integration with AccountEdge.

 

  • Click on the New Invoice Account Group to create a new group.

 

  • Enter the Name.

 

  • Enter the Description.

 

  • Click Save.

 

  • Click on the New Payment Account Group button to create a new group.

 

  • Enter the Name.

 

  • Enter the Description.

 

  • Click Save.

 

  • Click on a group name to edit.

 

  • Click on the delete link to delete a group.

 

 

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