Search for Reporting Groups

Use the AR/AP Groups submodule to search for reporting groups.

To use the AR/AP Groups submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To search for a reporting group:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the reporting group that you are looking for.
  3. In the left pane of the Settings screen, click Finance > AR/AP Groups.
  4. On the toolbar of the bottom grid, use the Search in Grid field to enter a keyword associated with the reporting group.