Bank Account Groups

The Bank User Groups option allows you to group Bank Accounts together for enquiring and reporting purposes.

These are created and maintained on the CB Bank Account Groups form which can be accessed by selecting the Cashbook Management option on the Financials menu:

Then the CB Maintenance menu option:

Then the CB Bank Maintenance menu option:

Then the CB Bank Account Groups menu option:

The CB Bank Account Groups form will then open:

This form can be used to create Bank Account Groups, which is further detailed in the Creating Bank Account Groups section, or for viewing and amending existing Bank Account Groups, which is further detailed in the Amending/Viewing Bank Account Groups section.